Investor360‪°‬ 4+

Advisor360°, LLC

Designed for iPhone

    • 3.3 • 47 Ratings
    • Free

iPhone Screenshots

Description

Investor360° is a holistic lens into Your Complete Financial Life®, providing an optimized and streamlined financial experience featuring:
• Real-time holdings and detailed balances
• Balance and transaction history
• Detailed position breakdown for each account
• Securely encrypted messaging allowing file attachment
• 24x7 continual platform access

What’s New

Version 2.5.2

Bug fixes and Performance Updates

Ratings and Reviews

3.3 out of 5
47 Ratings

47 Ratings

Tristar ,

Newly discovered display bug

I really like this app, however I discovered a display bug today that is a little unnerving. If you go to the holdings tab, using any method you desire, there are two views available. One is a sort of basic report view, and the other is more like a spreadsheet view. These views are determined by two blue icons in the upper right corner. The one furthest to the right is the one I’m calling a spreadsheet view. When in that view, I can scroll down through various ETFs in my account, and click on the ETF name to display more detail. Once I pass the fifth ETF in my account, clicking on the next one and asking for details gives me the details for the wrong ETF. This does not happen when using, what I’m calling, the report view, which is the left most blue icon.

CLT-gal ,

Portrait vs Landscape

Since I use my tablet (landscape orientation) much more than my phone, this update is not to my liking. Either I look at a smaller version Landscape, or rotate to Portrait. (I leave it locked on Landscape usually.) Just an annoyance to me. (You asked)

Steve17771 ,

Add “custom date” feature

Really enjoy the updated 360 App, but as a suggestion, in the “Summary” section under “Date Range” could you add a “custom date” option? I would find this choice very useful with the ability to select various date ranges rather than the fixed selection of seven ranges.

App Privacy

The developer, Advisor360°, LLC, 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 Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

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

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