Darwin Advisors
Free
3.3.1for iPhone, iPad and more
Age Rating
لقطات الشاشة لـ Darwin Advisors
About Darwin Advisors
Darwin Advisors' app provides greater visibility into both clients' overall financial picture and Darwin Advisors' 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 Darwin Advisors 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 Darwin Advisors 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.
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تحديث لأحدث إصدار 3.3.1
Last updated on 28/09/2020
الإصدارات القديمة
Multi Factor Authentication (MFA) and UI improvements
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Version History
3.3.1
28/09/2020
Multi Factor Authentication (MFA) and UI improvements
3.2.0
30/05/2020
Darwin Advisors FAQ
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تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات Darwin Advisors.
iPhone
Requires iOS 10.0 or later.
iPad
Requires iPadOS 10.0 or later.
iPod touch
Requires iOS 10.0 or later.
Darwin Advisors هي مدعومة على اللغات English