Wealth Analytics Account Info 4+

Wealth Analytics Partners LLC

Designed for iPad

    • Free

Screenshots

Description

This Mobile App allows Wealth Analytics' Clients access the following account information:
-- PORTFOLIO VALUES
-- HOLDINGS SUMMARY
-- PERFORMANCE REPORTING
-- TAX REPORTING
-- ADVISOR CONTACT INFORMATION

What’s New

Version 4.4.0

Bug fixes and performance updates

App Privacy

The developer, Wealth Analytics Partners LLC, 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 on, for example, the features you use or your age. Learn More

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