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 Annise 1.0.8

  • Přejít do App Store
Most investors lack the education, understanding and confidence to have a reasoned conversation with their financial advisor(s). The majority just do what’s recommended and hope for the best. Further, most of us, once we have accumulated assets, have no idea how to fully utilize a Financial Advisor / Family Office, nor have any understanding as to how they’re supposed to perform.

No matter if you’re just starting out, partnering with a financial advisor, or have been lucky enough to have accumulated significant assets such that you are a member of a multi-family office, or employ a family office structure to support all your needs, Annise is here to help.

Annise will audit what’s happening from a portfolio, tax, and estate perspective, inform your advisors of your financial well being, enable you you and your team to make reasoned decisions and give you the confidence to lead the conversation with your team.





Celkové hodnocení

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3

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  • Přejít do App Store

Souhrnné informace o Annise

  • Verze programu

    1.0.8
  • Autor

  • Potřeba instalace

    ne
  • Velikost souboru

    64,54 MB
  • Systémové požadavky

    Aplikace pro: iPhone, iPad
  • Jazyk

    • Angličtina
  • Staženo

    0× celkem
    0× tento měsíc
  • Poslední aktualizace

    14. 5. 2020

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