| Vývojář: | Wealth Access (6) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
| Seznamy: | 0 + 0 | ||
| Body: | 0 + 0 ¡ | ||
| App Store | |||
Popis
LMB Wealth Access’ Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
LMB Wealth Access’ permissions-based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
LMB Wealth Access is available by contacting your wealth advisor today.
LMB Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY LMB WEALTH ACCESS FEATURES:
LMB Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that LMB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how LMB Wealth Access protects your privacy, please visit https://simmonsbank.com/privacy-security/privacy-policy
Snímky obrazovky
Novinky
- Verze: 2.1.4
- Aktualizováno:
- Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
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Vývojář
- Wealth Access
- Platformy: iOS Aplikace (6)
- Seznamy: 0 + 0
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- Hodnocení: 0
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Další informace
- Verze: 2.1.4
- ID: com.wealthaccess.landmark
- Kategorie:
iOS Aplikace›Finance - OS:
Apple Watch,iPad,iPhone,iOS 10 a vyšší - Velikost:
2 Mb - Podporovaný jazyk:
English - Hodnocení obsahu:
4+ - App Store Hodnocení:
0 - Aktualizováno:
- Datum vydání:
Kontakty
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