Screenshots

Description

Users can view AUM over time, analyze clients by demographics, compare advisory fees, and view firm wide performance

What’s New

Version 2.5.2

General improvements and bug fixes

Information

Seller
Orion Advisor Services, LLC
Size
11.2 MB
Category
Business
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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