Orion Advisor Services, LLC Приложения
Portfolio Wealth Advisors 4.1.0
Portfolio Wealth Advisors mobile gives you immediate and secureaccount access from your mobile device. PORTFOLIO SUMMARY HOLDINGSSUMMARY PERFORMANCE REPORTING - Point to point performance down tothe asset RETIREMENT CALCULATORS - Powered by AdvisoryWorld NEWS& MARKET COMMENTARY - including CIO notes from Lee Munson,exclusive to our private clients ADVISOR CONTACT INFORMATION Getthe information you want, when you want. For more information onbecoming a client of Portfolio Wealth Advisors, reach us atinfo@PortfolioLLC.com or (866) 222-4391
e-Savant Advisor 2.0.0.0
This free application allows authorizedclients of e-Savant Advisor to access their investment accountdetails on mobile devices.Data available includes:* Positions and asset allocation* Performance* Account valuation* Variety of additional reportsPlease visit www.esavantadvisor.com for information on ourservices.
Ladenburg Thalman Asset MGMT 2.0.0.1
Information contained herein is derivedfromand based upon data obtained from one or more unaffiliatedthirdparties. Due to the possibility of human or mechanical errorbythese third parties, the data contained herein is not guaranteedasto its accuracy or completeness and no warranties are madewithrespect to results obtained from its use. While every effortismade to provide reports free from errors, they are derivedfromdata received from one or more third parties and, as aresult,complete accuracy cannot be guaranteed.This information is provided to you in combined form, solelyforyour convenience and ease of review. Inquiries orconcernsregarding your account should be directed to youradvisor.Ladenburg Thalmann is not liable for any errors reportedtoLadenburg if reported after 30 days. Any oralcommunicationsregarding inaccuracies or discrepancies should bereconfirmed inwriting to protect your rights. Please include youraccount numberto ensure a prompt reply. As it relates to CustomAllocationPrograms, Ladenburg Thalmann is not acting in the role oftheinvestment advisor and does not have an advisory relationshipwiththe client.Please note: The performance data for Fund Family Totals doesnottake into consideration any fees or expenses. The inclusion offeesand expenses would have lowered this performance figure.TheRegistration Totals and Client Totals performance figuresdoinclude applicable fees and expenses.NOT FDIC InsuredLadenburg Thalmann Asset Management, Ladenburg Thalmann, LTAM,LAMP,Triad, Investacorp, Securities America.
My Evergreen 4.1.0
This app allows clients of Evergreen Advisors to securely viewtheir account valuation, performance, and reporting information inan application developed specifically for mobile devices. Pleasecontact Evergreen Advisors if you need to setup access atcontactus@evergreenadvisors.com or 423-933-1814. Wealth Management,Financial Advisor, Financial Planning, Chattanooga
AG Asset Advisory 3.2.6
The AG Asset Advisory private mobileapplication is exclusively for AG Asset Advisory clients. Designedto make important account information available on-the-go, the appwill give all clients with a valid login access to:-Information about your accounts, balances, and holdings-Download statements and other private documents-View newsletters, video, and articles from our advisors-Contact us directlyFor more information, visit our website atwww.agassetadvisory.com
Promus Mobile 4.1.0
The Promus Mobile application allows authorized users to easilyview investment portfolio balances, asset allocation, performance,activity, market commentary, critical documents, as well asefficiently connect with the Promus advisory team, in anapplication developed for Promus Advisors, LLC specifically formobile devices. While every effort is made to provide accurateinformation free from errors and omissions, the informationcontained within the Promus Mobile application is derived from andbased upon data obtained from one or more unaffiliated thirdparties, such as investment custodian firms or third partyreporting firms. Due to the possibility of human or mechanicalerror by these third parties, the data contained within the PromusMobile application is not guaranteed as to its accuracy orcompleteness and no warranties are made with respect to resultsobtained from its use. Promus Advisors, LLC and Promus AssetManagement, LLC believes the information provided within the PromusMobile application is accurate. However, each client should comparethe information in this application with information provided onstatements delivered to the client by the custodian. Theperformance returns quoted within the application represent pastperformance and do not guarantee future results. Before investing,any investor should carefully consider the portfolio's investmentobjectives and policies, charges, expenses, and risks. These andother matters of importance to investors are contained in themutual funds' prospectuses, which may be obtained by contacting ourfirm, and should be read before investing. NOT FDIC INSURED
