0
0 Ratings
Update Date
2019-06-14
Size
13.5 MB
Troxell Mobile Description
Your finances on the go!
With our new app, Troxell Financial is expanding its ability to connect and serve our clients. Want to talk with your advisor? Request an appointment or send an email. Away from your computer and need to quickly access your account? Get performance numbers, recent activity, statements and more; all with the touch of a finger. Take charge of your financial future and monitor your accounts - wherever and whenever you want!
Features:
PORTFOLIO VALUES
HOLDINGS SUMMARY
PERFORMANCE REPORTING
PROTECTED WITH TOUCH ID
RETIREMENT CALCULATORS POWERED BY ADVISORYWORLD
NEWS & MARKET COMMENTARY
ADVISOR CONTACT INFORMATION
With our new app, Troxell Financial is expanding its ability to connect and serve our clients. Want to talk with your advisor? Request an appointment or send an email. Away from your computer and need to quickly access your account? Get performance numbers, recent activity, statements and more; all with the touch of a finger. Take charge of your financial future and monitor your accounts - wherever and whenever you want!
Features:
PORTFOLIO VALUES
HOLDINGS SUMMARY
PERFORMANCE REPORTING
PROTECTED WITH TOUCH ID
RETIREMENT CALCULATORS POWERED BY ADVISORYWORLD
NEWS & MARKET COMMENTARY
ADVISOR CONTACT INFORMATION
More Information
- Price:
- Free
- Version:
- 4.1.3
- Size:
- 13.5 MB
- Genre:
- Business
- Update Date:
- 2019-06-14
- Language:
-
English
More
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