Pollux Wealth Mobile 17+
Pollux Wealth Management
Designed for iPad
-
- Free
Screenshots
Description
Pollux Wealth Management Mobile app provides visibility access to anyone holding or managing a Pollux Wealth Management account.
For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Pollux Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience
For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.
This application is free to download and available to all.
What’s New
Version 3.4.0
Reliability improvements
App Privacy
The developer, Pollux Wealth Management, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Search History
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Identifiers
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Pollux Wealth Management LLC
- Size
- 15.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 17+
- Copyright
- © Pollux Wealth Management
- Price
- Free