| File type | APK |
|---|---|
| Version | 4.1.0 |
| Publisher | Partnervest Advisory Services |
| Release date | Jul 16, 2020 |
| Date added | Jul 16, 2020 |
| Os requirements | Android |
| Requirements | Requires Android 5.1 and up |
| Total downloads | 0 |
| Price | Free |
Description
Clients of Partnervest Advisory Services, LLC can access their account valuations, account holdings, review net worth and performance across multiple custodians all within a single application.
Contact your financial professional or Client Services at Partnervest (clientservices@partnervest.com) to sign up today.
Features:
-consolidate all your investment accounts under a single view
-review performance by account, asset class or individual security
-access current and historical performance reports from your mobile device
-track your net worth over time with balance sheet tool
-use anytime, anywhere
About Partnervest Advisory Services, LLC.
Partnervest Advisory Services, LLC is headquartered in Santa Barbara, California and is a SEC registered investment advisor and has been independently owned and operated by its founders since 2001. The firm was created to provide a comprehensive wealth management platform for financial advisors and their clients.
360 S. Hope Ave, C210
Santa Barbara, CA 93105
(888)991-9969
www.partnervest.com
Please contact your investment advisor representative if you have any questions relating to your investment strategy or if your financial objectives have changed. Investment advisory services provided through Partnervest Advisory Services, LLC, a SEC Registered Investment Adviser.