See your complete wealth management plan and interact with your advisory team
See your complete wealth management plan and interact with your advisory team. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your entire wealth management plan. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
| 序号 | 名称 | 价格 | 货币 | 地区 |
|---|---|---|---|---|
| 1 | 项目 | ¥ 0 | CNY | 中国 |
