Our app provides secure mobile access to the Private Client Portal for clients of Ellis Financial Group. The portal allows clients to view and report on accounts from multiple custodians, as well as held-away assets that have been linked to their profile. Clients can view portfolio allocations, positions and transactions. They can also run numerous reports including performance, estimated income, portfolio position and portfolio valuation. The portal also allows our firm to offer timely updates to clients regarding trading, the markets, the economy and make announcements regarding activities and events at Ellis Financial Group.
1楼 华军网友 2017-03-10 08:28:51支持开发更多的英语，方便大家的使用
2楼 华军网友 2016-11-26 11:10:55这个Ellis FG好用不？求用过的朋友介绍下
3楼 华军网友 2016-11-15 16:11:26就喜欢用英语的软件，其他语言的根本看不懂。