Hanlon Mobile 对比 Holdfast Wealth Management 的使用情况和统计数据

Hanlon Mobile allows you to access your accounts managed and stay up to date with your investments wherever you use your mobile devices. You can view your individual account values and holdings, access your document vault to view signed account documents, the Quarterly Report Packages as well as integration of custodial documents to obtain account statements, tax documents and notifications via e-delivery.