MoneyWare Integra

MoneyWare Integra

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Relationship Manager Dashboard
Client Dashboard
Client Portfolio

App details

Release date

2014-04-11

Last update

2019-02-02

Product ID

9WZDNCRDH8XW

Categories

Personal finance

About MoneyWare Integra

MoneyWare® Mobile App, contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level.

Key features