Darwin Advisors
Free
3.3.1for iPhone, iPad and more
Age Rating
Darwin Advisors 螢幕截圖
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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最新版本3.3.1更新日誌
Last updated on 2020年09月28日
歷史版本
Multi Factor Authentication (MFA) and UI improvements
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Version History
3.3.1
2020年09月28日
Multi Factor Authentication (MFA) and UI improvements
3.2.0
2020年05月30日
Darwin Advisors FAQ
點擊此處瞭解如何在受限國家或地區下載Darwin Advisors。
以下為Darwin Advisors的最低配置要求。
iPhone
Requires iOS 10.0 or later.
iPad
Requires iPadOS 10.0 or later.
iPod touch
Requires iOS 10.0 or later.
Darwin Advisors支持English
