Ultima versione
1.2 Cassaforte da installare
1.2 Cassaforte da installare
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
Panoramica
HolisticView è un software Freeware nella categoria Affari sviluppato da Uptick Partners, LLC.
L'ultima versione di HolisticView is 1.2, pubblicato su 19/05/2025. Inizialmente è stato aggiunto al nostro database su 19/05/2025.
HolisticView viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di HolisticView ha dato un punteggio di 5. 5 stelle su 5.
Schermate (Clicca per ingrandire)
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