Chart standing · US
What changed · US
Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.
Minor Bug Fixes
Screenshots
About
This application allows you to 1. Track wealth across your family members 2. Get a macro view of your portfolio performance across brokers 3. Connect with the servicing team for query resolution and real-time tracking for speedy resolution 4. View all requisite profile details across all accounts in a unified dashboard. 5. Access to relationship managers/financial advisors to analytics and insights on portfolios across clients and asset classes 6. Get assistance from a dedicated customer support desk
What's new · 1.0.25
Minor Bug Fixes
Details