CV Advisors

iOS Universel / Economie et entreprise

The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.

Quoi de neuf dans la dernière version ?

Thank you for using the CV Advisors App.
The latest version includes:
- Fixed: Error displaying client list when it has few elements
- Feature: Add filter on Cash -> Liquidity Table and Allocations -> browsing by Account
- Feature: Display the entity name like “Entity Account” in Allocations by account