Dernière version
1.2 Coffre-fort à installer
1.2 Coffre-fort à installer
HolisticView offers a straightforward and accessible platform for reviewing your personal financial overview at any location and at any time.
It provides up-to-date details on recent trades and transactions, current portfolio holdings, performance metrics, and additional account information.
KEY FEATURES:
- Real-time portfolio monitoring
- User-friendly reporting and easy access
- Synchronization of held-away accounts
- Availability from any location
- Notifications from your financial advisor
Vue d'ensemble
HolisticView est un logiciel de Freeware dans la catégorie Entreprise développé par Uptick Partners, LLC.
La dernière version de HolisticView est 1.2, publié sur 19/05/2025. Au départ, il a été ajouté à notre base de données sur 19/05/2025.
HolisticView s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de HolisticView a donné une cote de 5 étoiles sur 5.
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