Integrated Investment

Finance

Free · Designed for iPad

Convenient, secure access to view your accounts: - Track your net worth including your managed investment portfolios - View each of your accounts individually to further analyze performance, allocations and more - Streamline communication with your financial advisor using two-way document sharing via the secure vault - Receive notifications when your advisor has posted a document to your vault

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The developer, Integrated Investment Strategies Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • Integrated Investment Strategies, Inc.
    • Size
      • 563.2 KB
    • Category
      • Finance
    • Compatibility
      Requires iOS 12.0 or later.
      • iPhone
        Requires iOS 12.0 or later.
      • iPad
        Requires iPadOS 12.0 or later.
      • iPod touch
        Requires iOS 12.0 or later.
      • Mac
        Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • © Copyright 2025 yHLsoft Inc. All Rights Reserved
  • Developer Website
  • Privacy Policy