PFM Client App

Finanzas

Gratis · Diseñada para iPad

Peak's custom client portal provides detailed portfolio information. Clients can access balances, get a snapshot of their returns, view the portfolio's asset allocation, perform portfolio analytics, calculate performance for any timeframe, securely exchange files with Peak, and run custom reports. Additionally, can receive their quarterly statements electronically through the portal. Peak's custom client portal provides detailed portfolio information, such as: Summary Data - Quickly view balances, investment returns, and allocations on the account or total portfolio level. Detailed Performance - Calculate performance of your investment accounts managed by Peak with benchmark comparisons for any timeframe. Change the grouping to view performance by portfolio, account, asset class, asset category, or individual holding. Positions - See the market value, cost basis, and realized/unrealized gains/losses for each position throughout different time periods. Transactions - View all activity in each of your investment accounts. Easily filter for specific transactions or set custom timeframes. Document Vault - Securely share important information with Peak such as tax returns, insurance policies, estate documents, and financial statements. Clients can easily organize documents by creating specific folders. Required Minimum Distributions - If applicable, the portal will track the amount of client required minimum distributions each year and display whether or not those distributions have been satisfied. Quarterly Statements & Custom Reports - Clients can elect to receive their quarterly statement electronically via the portal and run custom reports on their own. Financial Planning - For those with a financial plan, clients can view important aspects such as their net worth statement, probability of success, and scenario summaries.

Calificaciones y reseñas

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

Versión 5.17.0

El desarrollador (Peak Financial Management) 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

Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Accesibilidad

El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

Ficha técnica

  • Vendedor
    • Peak Financial Management Inc
  • Tamaño
    • 42.9 MB
  • Categoría
    • Finanzas
  • Compatibilidad
    Requiere iOS 13.4 o posterior.
    • iPhone
      Requiere iOS 13.4 o posterior.
    • iPad
      Requiere iPadOS 13.4 o posterior.
    • iPod touch
      Requiere iOS 13.4 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
    • © 2025 Peak Financial Management Inc
  • Sitio web del desarrollador
  • Política de privacidad

    • También te podría interesar