Potentially good app
Might be a good app but there is no place to set up user name or password. How’d that get missed??
Free
About
This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.
✓View client accounts
✓Portfolio value tracking
✓Holding summaries
✓Performance reporting
✓Advisor contact access
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What's New in Investment HQ
5.14.0
September 5, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
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FAQ
What is Investment HQ?
Investment HQ is a technology platform designed to simplify financial management for advisors and their clients. It allows users to view client accounts, portfolio values, and performance reports.
Is Investment HQ free to use?
Yes, Investment HQ is available for free. It does not require any payment to download or use its core features.
What devices does Investment HQ support?
Investment HQ is available on iPhone, iPad, and iPod touch devices, offering accessibility across Apple's mobile ecosystem.
How secure is Investment HQ?
While specific security measures are not detailed, financial platforms typically employ industry-standard security protocols to protect sensitive client data. Users can log in to view their accounts and portfolio information.
How often is Investment HQ updated?
Investment HQ was last updated on September 5, 2024, with version 5.14.0. This indicates regular maintenance and potential feature additions by the developer.
What is the age rating for Investment HQ?
Investment HQ has an age rating of 4+, making it suitable for a wide range of users, including younger individuals who may be learning about finance.
Does Investment HQ have ads?
No, Investment HQ does not contain advertisements. The app is free to use and does not display any promotional content.
What information can clients view on Investment HQ?
Clients can log in to view their account details, current portfolio values, a summary of their holdings, and performance reports. They can also easily access their advisor's contact information.
