Wealth Analytics Account Info app for iPhone and iPad

4.6 ( 576 ratings )

Business Utilities
Developer: Wealth Analytics Partners LLC

Free

Current version: 4.4.0, last update: 1 year ago
First release : 03 Dec 2015
App size: 15.53 Mb

This Mobile App allows Wealth Analytics Clients access the following account information:
-- PORTFOLIO VALUES
-- HOLDINGS SUMMARY
-- PERFORMANCE REPORTING
-- TAX REPORTING
-- ADVISOR CONTACT INFORMATION