價格：免費
更新日期：2020-04-30
檔案大小：26.4 MB
目前版本：3.0.2
版本需求：系統需求：iOS 10.0 或以後版本。相容裝置：iPhone、iPad、iPod touch。
支援語言：英語
Wellacre Wealth mobile app provides greater visibility into both clients' overall financial picture and Wellacre Wealth's wealth advisory services.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Wellacre Wealth and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download.
支援平台：iPhone, iPad