7IMagine 4+
Seven Investment Management
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- Gratis
Capturas de pantalla
Descripción
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.
Novedades
Versión 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.
Privacidad de la app
El desarrollador (Seven Investment Management) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.
Datos no asociados con tu identidad
Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:
- Ubicación
- Datos de uso
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- 7IM LLP
- Tamaño
- 32.7 MB
- Categoría
- Finanzas
- Compatibilidad
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- Mac
- Requiere macOS 10.13 o posterior.
- Idiomas
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Inglés
- Edad
- 4+
- Copyright
- © Seven Investment Management
- Precio
- Gratis