Canaccord Wealth

Von Canaccord Genuity Corp. auf 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."

Kategorien: Finance

App-Store-Rankings, Screenshots, Schätzungen und ähnliche Apps für Canaccord Wealth.

Loading…