Investment HQ 4+
Advisors Excel
Designed for iPad
-
- Free
Screenshots
Description
At AE Wealth Management we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app the advisor or client can login to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information and more. Protected with Touch ID.
What’s New
Version 5.5.1
Bug fixes and performance updates
App Privacy
The developer, Advisors Excel, 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:
- Usage Data
Data Not Linked to You
The following data may be collected but it is not 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
- Advisors Excel, LLC
- Size
- 34.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.4 or later.
- iPad
- Requires iPadOS 12.4 or later.
- iPod touch
- Requires iOS 12.4 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
-
English
- Age Rating
- 4+
- Copyright
- © Advisors Excel, 2016
- Price
- Free