Perennial Advisors

Name: Perennial Advisors
Author: Perennial Advisors, LLC

by Perennial Advisors, LLC

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💰 Finance

Free

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Details

Released
Updated
Version
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Age Rating
Size
Devices
Data updated
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November 24, 2020
November 20, 2024
2.0.1299535
iOS 10.0+
17+
65.54MB
iPhone, iPad, iPod
2 months ago

Features

macOS Compatibility

Developer

Perennial Advisors, LLC

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🔄6+ apps

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About

This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments. TOP FEATURES • Interactive dashboard showing clients an overview of their investments. • Dynamic reports with important investment information such as asset allocation, current holdings and recent transactions. • Document vault for securely storing and keeping track of important files. • And more.