Genera Advisors 4+

Name: Genera Advisors
Author: CircleBlack, Inc.

CircleBlack, Inc.

Progettata per iPad

- Gratis

Descrizione

At Genera Advisors we strive to enrich our clients’ lives by listening to their needs, understanding their objectives and delivering financial guidance that focus’ on each client as an individual. We pride ourselves on creating and maintaining long-term relationships with our clients, providing sound financial advice through education, transparent communication and a white-glove, personalized approach to client service.

We provide a comprehensive set of services that cover all phases of your financial life, from focusing on the retirement you are dreaming of to planning for your children’s education. Whatever your life milestones are, Genera Advisors will listen to you and work with you to help you achieve them.

Plan Well. Live Life. Realize Your Dreams.

16 set 2024

Versione 23.3.2

The Same, Complete Advisor-Client Experience on Web or Mobile with this update, Genera's 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

Lo sviluppatore, CircleBlack, Inc., ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.