Pollux Wealth Mobile logo Pollux Wealth Mobile

Pollux Wealth Mobile

by Pollux Wealth Management

🗂️ Finance

🆓 free

4.9/5 ( 465+ reviews)
Android application Pollux Wealth Mobile screenshort

Features Pollux Wealth Mobile

Pollux Wealth Management Mobile app provides greater visibility into both clients overall financial picture and Polluxs wealth advisory services.
For clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for Pollux Wealth Management and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client.
This application is free to download.

📊

Productivity Tools

Boost your productivity with powerful tools and features.

🍽️

Food & Dining

Discover recipes and order food from your favorite restaurants.

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Smart Home

Control and monitor your home with smart features.

Screenshots

See the Pollux Wealth Mobile in Action

Pollux Wealth Mobile Screen 1
Pollux Wealth Mobile Screen 2
Pollux Wealth Mobile Screen 3

Get the App Today

Download on Google Play

Available for Android 8.0 and above