Alpha Adviser Portal 4+
RC Brown
Designed for iPad
-
- Free
Screenshots
Description
Alpha Adviser Portal gives you access to the power of your Alpha Portfolio Management portal whilst on the move, enabling you to view your client information, access daily valuations, keep track of correspondence, and share documents securely.
View your clients and their portfolio information:
• Get ready for your meetings with access to your client portfolios and other information
• Respond quickly to client queries
Communicate securely with Alpha Portfolio Management:
• Send and receive secure messages and get push notifications
• Access your clients’ quarterly investment reports
The Alpha Adviser Portal app is available to existing Adviser portal operators of Alpha Portfolio Management.
App Privacy
The developer, RC Brown, 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:
- Identifiers
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- R C BROWN INVESTMENT MANAGEMENT PLC
- Size
- 47.1 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 9.3 or later.
- iPad
- Requires iPadOS 9.3 or later.
- iPod touch
- Requires iOS 9.3 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
- Age Rating
- 4+
- Copyright
- © 2023 moneyinfo Limited
- Price
- Free