Advisor Mobile
Finance
Only for iPhone
Free
iPhone
Advisor Online stands as a cutting-edge application designed exclusively for Wealth Management professionals, including Asset Managers, Wealth Managers, and Compliance Officers. This software seamlessly integrates essential functionalities such as CRM, Portfolio Management System, Market Data, Investment Proposals, and Business Intelligence.
Acting as a comprehensive Wealth Management tool, it meticulously monitors both hardware and software assets, aggregating vital inventory, financial, and contractual data. The application empowers asset managers with advanced portfolio planning capabilities, ensuring efficient synchronisation of holdings and instruments to meet organisational needs. With a cloud-based architecture, it guarantees a streamlined user experience, providing swift insights into asset usage across the network.
The platform boasts a centralised asset database, complemented by world-class customer support and secure access to the asset management system, making Advisor Online a reliable and user-friendly solution for wealth management companies.
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This update brings performance enhancements, bug fixes, and UI improvements for an optimized user experience.
The developer, mydesq AG, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- mydesq AG
- Size
- 60.5 MB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
English and 4 more
- English, French, German, Italian, Spanish
- Age Rating
4+
- 4+
- Copyright
- © mydesq