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Investor360°® app for iPhone and iPad


4.4 ( 2944 ratings )
Business Finance
Developer: Commonwealth Financial Network
Free
Current version: 1.2.64, last update: 5 months ago
First release : 09 Nov 2015
App size: 32.43 Mb

Summary:
Investor360°® gives you the power to view an executive summary of your complete financial picture. Instead of waiting to get your statements on paper, you can log in to the Investor360° app 24/7 and see the same information your financial advisor sees when reviewing and maintaining your accounts.

Features:
• A glimpse at your activity summary, including what assets you started with and where you are today
• View of account and cash balances
• Quick view of your balance history chart
• Flexible view of your positions, either by account or by security
• Access to a detailed position breakdown for each account
• Ability to check on historical transactions within your accounts
• View of easy-to-read account balance and asset allocation charts