PFM Client App 4+
Peak Financial Management
Diseñado para iPad
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- Gratis
Capturas de pantalla
Descripción
Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data - Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance - Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions - See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions - View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault - Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions - If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports - Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning - For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.
Novedades
Versión 5.6.4
- Bug fixes
- User experience improvements
- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another
Privacidad de la app
El desarrollador, Peak Financial Management, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.
Datos vinculados contigo
Los siguientes datos pueden recopilarse y vincularse con tu identidad:
- Datos de uso
Datos no vinculados contigo
Los siguientes datos pueden recopilarse, pero no se vinculan con tu identidad:
- Identificadores
- Diagnósticos
Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información
Información
- Proveedor
- Peak Financial Management Inc no se ha identificado como comerciante de esta app. Si eres un consumidor que reside en el Espacio Económico Europeo, los derechos del consumidor no aplican a los acuerdos entre el proveedor y tú.
- Tamaño
- 35,1 MB
- Categoría
- Finanzas
- Compatibilidad
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- iPhone
- Requiere iOS 12.4 o posterior.
- iPad
- Requiere iPadOS 12.4 o posterior.
- iPod touch
- Requiere iOS 12.4 o posterior.
- Mac
- Requiere macOS 11.0 o posterior y un Mac con el chip M1 de Apple o posterior.
- Apple Vision
- Requiere visionOS 1.0 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © 2023 Peak Financial Management Inc
- Precio
- Gratis