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.
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.
Show More
