Auerbach Investment Services 4+
CircleBlack, Inc.
Designed for iPad
-
- Free
Screenshots
Description
Auerbach Investment Services Investor Portal gives you more time to live your life by making it easier to keep track of all your wealth while providing you with the information you need to know at your fingertips. See all your financial accounts and investments in one place at any time. Receive up to date performance information at the security, account, and portfolio level.
What’s New
Version 24.3.1
The Same, Complete Advisor-Client Experience on Web or Mobile with this update, Auerbach Investment Services mobile app is introducing significant enhancements such as
- Enhanced Folder Organization and Navigation
- Document Bidirectional Uploads, Downloads, edit and Sharing
- Embedded Media Player in Document Vault
- Multimedia Sharing & Consumption on Mobile
- User-Friendly Interface
- Light Mode
- Advanced Data Visualization
- Clustered Balance Widgets
- Toggle Big Number Visibility for Privacy Control
App Privacy
The developer, CircleBlack, Inc., 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 Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Search History
- Identifiers
- Usage Data
- Diagnostics
- Other Data
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Seller
- Circleblack Inc.
- Size
- 28.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPad
- Requires iPadOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 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.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- ©2014-2024 CircleBlack, Inc. All rights reserved.
- Price
- Free