Perennial Advisors
Perennial Advisors Finance iPhoneiPadiPod touchApple Watch
Perennial Advisors is a free Finance app for iPhone and iPad by Perennial Advisors. Requires iOS 10.0. Updated November 20, 2024.
- Price
- Free
- on the App Store
- Size
- 66 MB
- Age 17+
- Updated
- Nov 20
- 2024 · v2.0.1299535
Screenshots
About Perennial Advisors
This secure and easy-to-use mobile app provides Perennial clients with an intuitive overview of their investments. TOP FEATURES • Interactive dashboard showing clients an overview of their investments. • Dynamic reports with important investment information such as asset allocation, current holdings and recent transactions. • Document vault for securely storing and keeping track of important files. • And more.
What’s new
Version 2.0.1299535 · Updated November 20, 2024
Updated features and removed bugs
App privacy
The developer, Perennial Advisors, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Perennial Advisors | – | Free | November 20, 2024 | |
| Three Bearings FA | – | Free | Nov 15, 2023 | Compare |
| Breed's Hill Capital Portal | – | Free | Oct 8, 2024 | Compare |
| NavigateWealth | 5.0 / 5 (1) | Free | Mar 30, 2026 | Compare |
| Jackson Hole Capital Partners | – | Free | Oct 24, 2024 | Compare |
| North Berkeley Wealth | – | Free | Mar 5, 2024 | Compare |
| TFC Financial Management | – | Free | May 8, 2025 | Compare |
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