Perennial Advisors
Finance
Free · Designed for iPad. Not verified for macOS.
See your complete financial picture and interact with your financial advisor
This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments.
TOP FEATURES
• Interactive dashboard showing clients an overview of their investments.
• Dynamic reports with important investment information such as asset allocation, current holdings and recent transactions.
• Document vault for securely storing and keeping track of important files.
• And more.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Updated features and removed bugs
The developer, Perennial Advisors, 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
- Perennial Advisors, LLC
- Size
- 68.7 MB
- Category
- Finance
- Compatibility
Requires iOS 10.0 or later.
- iPhone
Requires iOS 10.0 or later. - iPad
Requires iPadOS 10.0 or later. - iPod touch
Requires iOS 10.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Age Rating
16+
- 16+
- Contains
Unrestricted Web Access
- Copyright
- © 2024 Perennial Advisors, LLC