CGWM Investments 4+
Canaccord Genuity Corp.
Designed for iPad
-
- Free
Screenshots
Description
Key features of our app:
- A dashboard providing your investment portfolio’s current value, asset allocation and performance (where applicable)
- Drill down from your dashboard to see all your underlying holdings
- See your money going in and out of your dealing and income accounts
- A secure place for all your important documents such as quarterly valuations and contract notes
- Secure messaging to directly contact to your Investment Manager."
What’s New
Version 1.0.103
- Fixed the password reset journey
Ratings and Reviews
App Privacy
The developer, Canaccord Genuity Corp., 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
Information
- Provider
- Canaccord Genuity Corp.
- Size
- 285.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 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
- © 2022 Canaccord Genuity Wealth Limited
- Price
- Free