future-wise app for iPhone and iPad


4.6 ( 5546 ratings )
Finance
Developer: Tamarac Inc.
Free
Current version: 1.5, last update: 7 years ago
First release : 04 Oct 2015
App size: 4.11 Mb

future-wise is a comprehensive investment management and digital wealth advisory firm. Our free app allows clients to quickly and easily access their future-wise accounts. From the app you can track the value of your investments, as well as view the individual investments within your portfolios. You can also access numerous account reports and view your asset allocation.

DESCRIPTION
Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad® is a convenient and secure way for our investors to monitor their financial portfolios.

TOP FEATURES
- Stay on top of your investments - even when on the go.
- Run reports at any time to view up-to-date investment information. Drill-down into portfolio information for powerful insights.
- Advisor View for iPad automatically downloads the latest pricing information for you. The portfolio information in Advisor View is based on pricing from the prior business day, so you can see up-to-date information about your portfolio.
- View all of your accounts on the web. Advisor View for iPad shows your complete investment portfolio so you can get the entire picture.