Versão mais recente
1.2 Seguro para instalar
1.2 Seguro para instalar
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
Visão geral
HolisticView é um software Freeware na categoria Negócio desenvolvido pela Uptick Partners, LLC.
É a versão mais recente de HolisticView 1.2, lançado em 19/05/2025. Inicialmente foi adicionado ao nosso banco de dados em 19/05/2025.
HolisticView é executado nos seguintes sistemas operacionais: iOS.
Usuários de HolisticView deram-lhe uma classificação de 5 de 5 estrelas.
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