Ivanoff Wealth
理財
免費 · 專為 iPad 設計
Ivanoff Wealth Client Portal is your all-in-one solution for managing and optimizing your financial journey. Empower yourself with powerful features designed to enhance your financial well-being and provide a comprehensive view of your financial landscape.
Key Features:
1. Dashboards for Comprehensive Insights:
Monitor your financial performance with dedicated dashboards for Performance, Holdings, and Transactions.
2. Aggregation of Outside Accounts:
Consolidate and track all your external accounts in one place for a holistic financial overview.
3. Balance Sheet:
Stay informed about your assets and liabilities with a detailed and interactive balance sheet.
4. Net Worth Summary:
Gain a clear understanding of your overall financial standing through a dynamic Net Worth Summary.
5. Retirement Tracker – “What If” Scenarios:
Plan for your retirement with ease by exploring various scenarios and making informed decisions.
6. Goal Tracking & More Planning Tools:
Set, track, and achieve your financial goals using intuitive tools that adapt to your evolving needs.
7. Document Vault:
Securely store and manage important financial documents in your personalized Document Vault.
Why Choose Ivanoff Wealth Client Portal?
User-Friendly Interface: Navigate effortlessly through a user-friendly interface designed for both beginners and financial enthusiasts.
Comprehensive Planning: From retirement scenarios to goal tracking, our app covers a wide range of planning tools to help you shape your financial future.
Secure Document Management: Rest easy knowing that your sensitive documents are stored securely in your private Document Vault.
Real-Time Insights: Stay up-to-date with your financial status with real-time data updates and dynamic visualizations.
Personalized Experience: Tailor the app to your unique financial journey, ensuring that you have the insights and tools you need at your fingertips.
Transform the way you manage your finances. Download the Ivanoff Wealth Client Portal now and take control of your financial destiny.
評分與評論
此App未收到足夠的評分或評論以顯示概況。
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
開發者Ivanoff Wealth Management Inc.表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。
與你連結的資料
開發者可能會收集以下資料並連結你的個人身份：
- 使用資料
不會與你連結的資料
開發者可能會收集以下資料，但不會連結你的個人身份：
- 識別碼
- 診斷
輔助使用
開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解
資料
- 供應商
- Ivanoff Asset Management Inc
- 大小
- 36 MB
- 類別
- 理財
- 相容性
須使用 iOS 13.0 或以上版本。
- iPhone
須使用 iOS 13.0 或以上版本。 - iPad
須使用 iPadOS 13.0 或以上版本。 - iPod touch
須使用 iOS 13.0 或以上版本。 - Mac
須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。 - Apple Vision
須使用 visionOS 1.0 或以上版本。
- 語言
- 英文
- 年齡分級
4+
- 4+
- 版權
- © 2024 Ivanoff Wealth Management Inc.