iPhone Screenshots

Description

MIONTRAK is a brand new way to interact with your Financial Planner, as you are able to focus on your financial goals as you get monthly updates on how you are progressing towards your target through an easy to read graph.
It also allows you to:
• Read your latest Statement of Advice (SOA)
• Send documents straight to your Financial Planner
• Access to the latest Financial Services Guide (FSG)
• Immediately notify your Adviser if you would like to continue with their services
• Request an Appointment with your Adviser

What's New

Version 1.1

Minor changes, user specific soa/fsg

Information

Seller
Beckam Holdings Pty Ltd
Size
2.8 MB
Category
Finance
Compatibility
Requires iOS 8.1 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© Miontrak 2016
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.