Business Network Connecticut
Companies:10,003
Products and Services:202
Articles and publications:43
Tenders & Vacancies:0

Inclusive Advisors
Information may not be reliable

Inclusive Advisors The Inclusive Advisor mobile app experience allows existing customers to manage their account activity with real-time account value and position updates.

The Inclusive Advisor mobile app experience allows existing customers to manage their account activity with real-time account value and position updates. It also includes interactive charting and the ability to withdraw and add funds through ACH transfer.

New accounts can complete a short questionnaire and the app will recommend the correct portfolio with the option to open an account.

Functionality includes:

  • Interactive charting
  • Risk level analyzer
  • Investment questionnaire with instant recommended portfolio results
  • Account management with ACH bank connection for wire deposits and withdrawals
  • Fully translated into Chinese
  • Native iOS App
  • Native Android App
view all (2)

Other products and services:

Blocks Learning Blocks Learning
Information may not be reliable
The Blocks Learning mobile application was developed to complement the Parent Portal that we developed for the client.
Business details
  • +1 (203) 203-3215
  • 330 Railroad Ave, Greenwich, CT 06830
540 is an innovative app development company located in Greenwich, Connecticut. We are delivering expert and cost-effective website design and mobile app development services for businesses.
×