Archived App (Last seen on 6 Jul 2026)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
The Collaboration app is a collaborator between the financial advisor and client. It acts as a knowledge-sharing platform between financial advisors and clients that allow smooth interaction. Its dynamic features organize the portfolio insights efficiently and keep the track of information which helps in taking quick decisions.
This platform comes with various features:
• Sessions: a tool to create a group of related portfolios, clients or consolidations.
• Dashboard: an interactive overview of world market data.
• Portfolio Summary: an abstract, with an overall view of your portfolio.
• Assessments: a tool to assess and analyze the risk profile and knowledge and experience of the client.
• Instruments: App provides complete detail about various financial instruments ranging from their values to performances.
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What's New in Collaboration
1.8.3
February 6, 2023
Bug fixes and performance enhancements.
