價格：免費
檔案大小：3.6 MB
版本需求：需要 iOS 8.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
The app allows you to track your planned asset.
Your portfolio is available at a family level with further drill down options available at the family member level.
There is multi-level drill down options available for a more granular understanding of your entire portfolio.
This is an invite only app. The app does not allow you to sign up. Please check with your advisor if you are registered to use this app.
支援平台：iPhone