速報APP / 財經 / CGWM Wealth Online

CGWM Wealth Online

價格:免費

更新日期:2019-03-25

檔案大小:11M

目前版本:1.0.35

版本需求:Android 6.0 以上版本

官方網站:https://wealthonline.canaccordgenuity.com/Public/Login%20

Email:CGWM_UK@canaccord.com

聯絡地址:41 Lothbury London EC2R 7AE

CGWM Wealth Online(圖1)-速報App

Key features of our app:

CGWM Wealth Online(圖2)-速報App

- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)

CGWM Wealth Online(圖3)-速報App

- Drill down from your dashboard to see all your underlying holdings

CGWM Wealth Online(圖4)-速報App

- See your money going in and out of your dealing and income accounts

CGWM Wealth Online(圖5)-速報App

- A secure place for all your important documents such as quarterly valuations and contract notes

CGWM Wealth Online(圖6)-速報App

- Secure messaging to directly contact to your Investment Manager.

CGWM Wealth Online(圖7)-速報App