send link to app

Pallas Capital


4.6 ( 256 ratings )
Finance Économie et entreprise
Développeur Pallas Capital Advisors, LLC
Libre

Welcome to the Pallas Capital Advisors mobile application, where users have access to their portfolio data in a simple, stylish interface. This app provides an intuitive financial dashboard of your finances, document vault, and interactive reports - all in a secure and easy-to-use mobile app. TOP FEATURES - Interactive Dashboard showing you your comprehensive financial picture - A snapshot of your total portfolio on a combined basis or by individual accounts - Dynamic reports with current investment information - Document Vault for securely sending and receiving files Users of this app must first contact their advisor for login credentials