For financial advisory clients who require a mobile interface to track investment performance and wealth goals.
Providing financial advisors with a digital interface for their clients to monitor investment portfolios and track wealth goals.
Target audience
Rivals analysis in progress
Portfolio
Free 1Last updated
Milestone App
v1.0.48
8mo ago
Primary focus
Financial portfolio management tools
Scale
indie
Target audience
Financial advisory clients who require a mobile interface to track investment performance and wealth goals.
Released 5 updates in the last 6 months, indicating active maintenance of their core business utility.
1 app analysed
User-sentiment analysis coming soon.
Rival analysis coming soon.
Strategic outlook coming soon.
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