Canaccord Wealth

By Canaccord Genuity Corp. on AppTrack Ninja.

Key features of our app: - A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable) - Drill down from your dashboard to see all your underlying holdings - See your money going in and out of your dealing and income accounts - A secure place for all your important documents such as quarterly valuations and contract notes - Secure messaging to directly contact to your Investment Manager."

Categories: Finance

App Store rankings, screenshots, estimates and similar apps for Canaccord Wealth.

Loading…