Ivanoff Wealth
Finanzas
Gratis · Diseñada para iPad
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.
Calificaciones y reseñas
Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.
- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature
El desarrollador (Ivanoff Wealth Management Inc.) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .
Datos asociados con tu identidad
Los siguientes datos pueden recopilarse y asociarse con tu identidad:
- Datos de uso
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Identificadores
- Diagnóstico
Accesibilidad
El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles
Ficha técnica
- Vendedor
- Ivanoff Asset Management Inc
- Tamaño
- 36 MB
- Categoría
- Finanzas
- Compatibilidad
Requiere iOS 13.0 o posterior.
- iPhone
Requiere iOS 13.0 o posterior. - iPad
Requiere iPadOS 13.0 o posterior. - iPod touch
Requiere iOS 13.0 o posterior. - Mac
Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior. - Apple Vision
Requiere visionOS 1.0 o posterior.
- Idiomas
- Inglés
- Edad
4+
- 4+
- Copyright
- © 2024 Ivanoff Wealth Management Inc.