Canaccord Wealth — ASO

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

Keyword visibility, ranked search terms and daily position movement for Canaccord Wealth.

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Canaccord Wealth — ASO | AppTrack Ninja