價格：免費
更新日期：2019-06-25
檔案大小：86 MB
目前版本：1.26
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
The Concentrum Wealth mobile app enables clients to access portfolio information with ease. Account values, activity summaries, allocation, performance, and more are now at your fingertips.
Concentrum’s Wealth Management service isn’t just about your money. It’s about your life, your goals, your vision, your future. Concentrum Wealth works hard to build a relationship with our clients. We form a partnership and take the time to learn about all the aspects of your life that affect, or are affected by, the management of your assets. Investment, holdings, trusts, upcoming life events, early or late retirement planning, Wills and so much more. By becoming a partner in your success and understanding your specific situation, we can ensure that the decisions made all work towards your ultimate vision of success.
支援平台：iPhone, iPad