Harbour

Finance

Free · Designed for iPad

Welcome to Harbour, an innovative and intuitive state of the art portfolio management system. This app is tailor-made for Harbour clients, providing relationship managers with an intuitive platform to effortlessly navigate through securities, compute investment allocations, and craft tailored investment proposals for client approval. The automation embedded within this solution liberates relationship managers from the lengthy task of manual formatting, allowing them to channel their efforts into the core aspects of investment management. Moreover, Harbour plays a pivotal role in minimising risks and human errors, which are often prevalent in the extensive and bureaucratic process of creating investment proposals. Harbour clients have opportunity to streamline and enhance portfolio management processes and tools, thereby easing the burden for portfolio management and boosting their productivity. This approach aims to alleviate manual tasks, allowing relationship managers to focus on value-adding client-facing activities, enhance client engagement, foster trust and reduce client churn. Harbour prides itself on being highly secure and compliant with all the necessary regulations. Stay efficient, with Harbour

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In version 1.1 we have implemented the following changes: - Performance improvements

Version 1.1

The developer, FinUP, 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.

    Privacy practices may vary based, for example, on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Provider
      • Zield GmbH
    • Size
      • 29.1 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 13.4 or later.
      • iPhone
        Requires iOS 13.4 or later.
      • iPad
        Requires iPadOS 13.4 or later.
      • iPod touch
        Requires iOS 13.4 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
      18+
    • Copyright
      • © FinUp AG 2022
  • Privacy Policy

    • More by FinUP

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