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Valian app for iPhone and iPad


4.2 ( 2672 ratings )
Finance
Developer: AssetBook
Free
Current version: 2.6.1, last update: 3 months ago
First release : 30 Jul 2022
App size: 40.68 Mb

AssetBook built the financial industry’s most robust portfolio monitoring and reporting system, Pulse. And now, AssetBook presents Valian, the next generation of client engagement apps tailor made for financial advisors that care about building and maintaining trust with their clients. Valian provides features that will keep clients engaged, simplify communication and enhance collaboration.