Dynamic Planner - My Planning 4+
Dynamic Planner Limited
Diseñada para iPad
-
- Gratis
Capturas de pantalla del iPad
Descripción
Want to know how much your investments are worth? Need some help from your financial adviser?
Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth.
Each time you login, it will update your investment valuations and store them for you, so you can also see them off-line. That way, you can keep track of how much they are worth and whether you need to make any changes.
You can use it to find out what your risk profile is. Take an attitude to risk questionnaire in the ‘My planning’ section and share it with your adviser.
You’ll also have access to any documents that your financial adviser has published for you, such as your financial plan and any reports that have been created.
Finally, you can use the application on-line to contact your adviser for more help or advice on your finances.
Please note that Dynamic Planner – My Planning is provided by Distribution Technology and is designed to be used in conjunction with an adviser who holds a Dynamic Planner licence.
Use of this application does not include nor shall be construed or interpreted to include the provision of financial advice from Distribution Technology.
Novedades
Versión 1.94
Added support for new pension benefit details
Privacidad de la app
El desarrollador (Dynamic Planner Limited) 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.
No se recopilan datos
El desarrollador no recopila ningún dato en esta app.
Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles
Información
- Vendedor
- Dynamic Planner Limited
- Tamaño
- 2.5 MB
- Categoría
- Finanzas
- Compatibilidad
-
- iPad
- Requiere iPadOS 12.0 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+
- Copyright
- © Distribution Technology Limited
- Precio
- Gratis