Vertex Wealth Manager

1.10

Vertex Tech

0.00

0 reviews

1,000+
Downloads

Free

Investment Portfolio App for customers of Vertex Wealth Manager

1,000+ downloads

About Vertex Wealth Manager

Vertex Wealth Manager is a finance app developed by Vertex Tech.

Download Statistics

Vertex Wealth Manager has been downloaded 1.5 thousand times. In the last 30 days, the app was downloaded 41 times.

User Ratings

The app has no ratings yet.

App Information

Vertex Wealth Manager is FREE to download. The APK download size is 14.08 MB. The latest version available is 1.10. The last update was on July 29, 2024.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play October 2018.

Description

Vertex Wealth Manager is a state of the art investment & insurance portfolio management App for customers

With Vertex Wealth Manager App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.

Here are some of the many features of the Vertex Wealth Manager App:

• Get a summary view of the current status of your investments across asset classes

• Get a summary view of the insurance cover of all members in your family

• Drill down to full detail

• View Upcoming portfolio events

• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

• Buy / Redeem / Switch Mutual Funds online from any AMC

• Get best in the class MF advisory

• Raise a service ticket to your advisor

• Host of useful financial calculators to help you plan your short term and long term financial goals

• Digital Vault – access your important documents anytime from your Smartphone

• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

• Track small saving investments like PPF, NSC, KVP, FD, RD etc.

• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

Recent changes:
Bugs fixes and minor enhancement

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More data about Vertex Wealth Manager

Price	Free to download
Total downloads	1.5 thousand
Recent downloads	41
Rating	No ratings
Ranking	Not ranked
Version	1.10
APK size	14.1 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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Alternative downloads for the Vertex Wealth Manager app

Vertex Wealth Manager compared with similar apps

Common keywords of similar apps

Vertex Manager Important Customers Status Summary Events Due General Wealth Insurance Portfolio App Investment View Investments Financial Term

Keywords missing from this app

Mutual Funds Fund Track Invest Management Sip Money Monitor Insights Time Investors Stocks Goals Fixed Performance Manage Data Real Assets Asset Risk Market Top Returns Calculator Recent Access Secure Ai Long Complete Tools Health Security Investing Tracker Tracking Willow Stay Key

Downloads over time

Vertex Wealth Manager has been downloaded 1.5 thousand times. Over the past 30 days, it has been downloaded 41 times.

Changelog of Vertex Wealth Manager

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Developer information for Vertex Tech

Vertex Tech

tflvertex@gmail.com

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Google Play Rankings for Vertex Wealth Manager

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Technologies used by Vertex Wealth Manager

Vertex Wealth Manager is requesting 18 permissions and we don't have library information (yet).
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