MyJWA 对比 Split Creek Cap 的使用情况和统计数据
MyJWA is a one stop personal finance app built for clients of Julius Wealth Advisors. MyJWA allows clients to view their Investment Accounts, Net Worth, Document Vault, and more all conveniently located in one app. Built on the core values of: Integrity. Knowledge. Passion. Julius Wealth Advisors is a full service fiduciary fee-only registered investment advisor offering Financial Planning, Investment Management, and Behavioral Coaching. If you are not a current client of Julius Wealth Advisors, and would like to learn more please visit our website at www.juliuswealthadvisors.com or email us at info@juliuswealth.com.
- Apple 应用商店
- 免费
- 金融
商店排名
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This app allows clients of Split Creek Capital LLC to view account information, balances, positions, transactions, and more. Monitor your trades, performance, gain/loss details, and securely contact your advisor while on the go. The secure document vault holds your statements, trade confirmations, and tax documents. You can also upload documents to the encrypted vault to share with your advisor.
- Apple 应用商店
- 免费
- 金融
商店排名
- -
MyJWA VS. 
Split Creek Cap一月 10, 2025