Collaboration
Finance
Free · Designed for iPad. Not verified for macOS.
iPad
The Collaboration app is a collaborator between the financial advisor and client. It acts as a knowledge-sharing platform between financial advisors and clients that allow smooth interaction. Its dynamic features organize the portfolio insights efficiently and keep the track of information which helps in taking quick decisions.
This platform comes with various features:
• Sessions: a tool to create a group of related portfolios, clients or consolidations.
• Dashboard: an interactive overview of world market data.
• Portfolio Summary: an abstract, with an overall view of your portfolio.
• Assessments: a tool to assess and analyze the risk profile and knowledge and experience of the client.
• Instruments: App provides complete detail about various financial instruments ranging from their values to performances.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Bug fixes and performance enhancements.
The developer, mydesq AG, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Size
- 118.9 MB
- Category
- Finance
- Compatibility
Requires iPadOS 11.0 or later.
- iPad
Requires iPadOS 11.0 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.
- iPad
- Languages
English and 4 more
- English, French, German, Italian, Spanish
- Age Rating
4+
- 4+
- Provider
mydesq AG
- mydesq AG has not identified itself as a trader for this app. If you are a consumer in the European Economic Area, consumer rights do not apply to agreements between you and the provider.
- Copyright
- © mydesq