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Empire - Enterprise Portal

價格:免費

更新日期:2018-06-02

檔案大小:25 MB

目前版本:3.3

版本需求:需要 iOS 9.1 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Empire - Enterprise Portal(圖1)-速報App

Empire is a mobile-focused wealth platform that aggregates all user information into a cloud-based software application - creating a secure collaboration platform for families and their team including insurance brokers, financial planners, accountants, attorneys, business managers and appraisers.

How it Works – Connect Everyone with Everything:

Track Everything

Hundreds of asset and liability classes, along with income and expenses

Empire - Enterprise Portal(圖2)-速報App

Attach Anything

Assets, Liabilities, Documents, Contacts, Important Dates, Notes, and More

Visualize Everything

Consolidated view of your entire portfolio with robust reports

Empire - Enterprise Portal(圖3)-速報App

Communicate with Everyone

Cloud-based platform facilitates communication, efficiency and reporting

Peace of Mind Security

Bank level security to ensure your family’s information is safe and secure

Empire - Enterprise Portal(圖4)-速報App

You must be a member of a participating financial institution to use Empire. For a list of participating financial institutions please contact support@poweredbyempire.com.

Empire - Enterprise Portal(圖5)-速報App

支援平台:iPhone