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Investor360°®

價格:免費

更新日期:2018-09-26

檔案大小:2.7 MB

目前版本:1.1.6

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

Investor360°®(圖1)-速報App

Summary:

Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.

Features:

Investor360°®(圖2)-速報App

• A glimpse at your activity summary, including what assets you started with and where you are today

• View of account and cash balances

• Quick view of your balance history chart

Investor360°®(圖3)-速報App

• Flexible view of your positions, either by account or by security

• Access to a detailed position breakdown for each account

• Ability to check on historical transactions within your accounts

Investor360°®(圖4)-速報App

• View of easy-to-read account balance and asset allocation charts

Investor360°®(圖5)-速報App

支援平台:iPhone