Astor Investments
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Astor Investments
Astor Investments

Astor Investments

App Size: 24.2 MB
Release Date: Jul 26, 2021
Price: FREE
Price
FREE
Size
24.2 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
Astor Investments mobile app provides greater visibility into both clients' overall financial picture and Astor Investments' 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 Astor Investments 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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More Information about: Astor Investments
Price: FREE
Version: 1.0
Compatibility: Requires Requires iOS 12 or later
Size: 24.2 MB
Genre: Business
Release Date: Jul 26, 2021
Last Update:
Content Rating: 4+
Developer: Astor Investment Management LLC
Language: English -


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