7IMagine 4+

Seven Investment Management

Progettata per iPad

    • Gratis

Screenshot

Descrizione

7IMagine is our award-winning interactive app, designed specifically for financial advisers and their clients.

Wherever you are – on holiday, on the way to work, out shopping – you can keep tabs on your investments on your mobile or tablet and get up-to-date details on how they are performing.

My Future is our tool that provides an interactive way of determining whether your clients wealth can provide for their future needs. If you are a client, your adviser can share the plan with you to review.

My Money - keep up to date with how your clients investments are performing and where around the world their assets are invested. If you are a client you can login via the app and view your investments.

Novità

Versione 3.1.0

Good news for clients! You no longer need to calculate the Investment gain %, as we are now calculating and displaying it for you! In MyMoney, we now display the Investment Gain % at linked client, client and account levels. We also display the Investment Gain £ and % if you are invested in a model portfolio. As well as this we have fixed a couple of bugs to keep 7IMagine running smoothly.

Privacy dell’app

Lo sviluppatore, Seven Investment Management, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore.

Dati non collegati a te

I seguenti dati possono essere raccolti ma non vengono collegati alla tua identità:

  • Posizione
  • Dati sull’utilizzo

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Scopri di più

Altre app di questo sviluppatore

Ti potrebbe piacere

R0 Study Buddy
Finanza
MyRathbones
Finanza
ARC Suggestus
Finanza
LGT Wealth
Finanza
Evelyn Partners Mobile
Finanza
Wealth Platform
Finanza