Voit & Company app for iPhone and iPad
Voit & Company’s app will allow users to view account information, investment holdings and reports.
Once logged in, clients may view:
• Portfolio Overview: Summary of account allocations
• Performance: Portfolio performance against its benchmarks
• Holdings: List of all current holdings
• Activity: Account activity during a specified time period
• Documents: Access custodial statements and portfolio reports
• Updates: Latest news and information from Voit & Company