The app provides access to user accounts across various brokerage companies. It can be white-labeled to reflect a client's identity and theme for financial institutions.
by SK Advisory FZ LLC★ 0.00 ratingsFinanceFreeData updated 2026-10-28
Access portfolio data and account information through a simple interface. View investment performance, transaction history, and client-specific reports. Request access through your primary contact.
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
The app allows users to manage accounts from their mobile phone. It provides quick access to account information, including balances, recent activity, and transaction history.