Advisor Online 4+
mydesq AG
Designed for iPad
-
- Free
iPad Screenshots
Description
Advisor Online is an application for Asset Managers, Private Bankers, Family Offices which is a combination of all the functionalities they need, namely (CRM, Portfolio Management System, Market Data, Investment Proposals, Business Intelligence).
-It is a Wealth Management tool that tracks hardware assets and software assets by collecting inventory, financial and contractual information.
-It helps asset managers plan the portfolio, holdings and instrument synchronization according to the organizational needs. It delivers a superior user experience in the cloud by providing quick insights into what is used across a network by tracing different assets.
-It offers a centralized asset database along with world-class customer support and secure access to your asset management system.
What’s New
Version 1.8.0
-Asset allocation, performance and contribution optimization.
App Privacy
The developer, mydesq AG, 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
Information
- Seller
- mydesq AG
- Size
- 96.5 MB
- Category
- Finance
- Compatibility
-
- iPad
- Requires iPadOS 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, French, German, Italian, Spanish
- Age Rating
- 4+
- Copyright
- © mydesq
- Price
- Free