Investment HQ app for iPhone and iPad

4.0 ( 560 ratings )

Lifestyle Finance
Developer: Advisors Excel

Free

Current version: 5.5.1, last update: 6 months ago
First release : 04 Nov 2016
App size: 32.78 Mb

At AE Wealth Management we have designed a technology platform that is built to make life easier for you, your staff, and your select families. Through our mobile app the advisor or client can login to view client accounts, portfolio values, holding summary, performance reporting, easily access your advisor contact information and more. Protected with Touch ID.