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Tangram WealthBook app for iPhone and iPad


4.0 ( 9440 ratings )
Finance
Developer: Tangram Solutions LLC
Free
Current version: 1.6, last update: 4 years ago
First release : 27 Jun 2017
App size: 31.92 Mb

WealthBook
The wealth management platform for Financial Advisors.

- Key Features
1. Variable annuities
UNIQUE tool for managing your clients variable annuity portfolios

2. ETFs
Interactive guide to selecting the right ETF for your clients

3. Equities
Key facts, figures & analytics of US equities — in one place

4. Portfolios
Manage your clients’ other portfolios—ETFs. mutual funds, equities etc.

5. Client Apps
Increase client engagement, retention