Valian 4+

powered by AssetBook

AssetBook

Designed for iPhone

    • Free

iPhone Screenshots

Description

AssetBook built the financial industry’s most robust portfolio monitoring and reporting system, Pulse. And now, AssetBook presents Valian, the next generation of client engagement apps tailor made for financial advisors that care about building and maintaining trust with their clients. Valian provides features that will keep clients engaged, simplify communication and enhance collaboration.

What’s New

Version 2.7.1

Fixes:
- Many improvements and bug fixes

App Privacy

The developer, AssetBook, 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:

  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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