Grigg Financial Solutions
ID: com.geowealth.client.GriggFinancialSolutions
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संस्करण:
Varies with device
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अपर अद्यतन:
2022-08-31
अभी एपीके डाउनलोड करें
वारंटी सुरक्षित स्थापना, कोई अतिरिक्त विज्ञापन या मैलवेयर नहीं
का वर्णन Grigg Financial Solutions
Grigg Financial Solutions mobile app provides greater visibility into both clients' overall financial picture and Grigg Financial Solutions's wealth advisory services.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Grigg Financial Solutions and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Grigg Financial Solutions and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download.
और दिखाओ
Grigg Financial Solutions Varies with device APK के लिये Android Varies with device+
संस्करण | Varies with device के लिये Android Varies with device+ |
अपर अद्यतन | 2022-08-31 |
इंस्टॉल | 10++ |
फाइल का आकार | 9.031.551 bytes |
अनुमतियां | अनुमतियाँ देखें |
नया क्या है | Multi Factor Authentication (MFA) and UI improvements |
के समान "Grigg Financial Solutions"
हिट APK
और दिखाओ