| 开发人员: | PFG Private Wealth Management, LLC (1) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 4 (5.0) ¡ | ||
| App Store | |||
说明
Stay in control of your financial world—anytime, anywhere. The PFG WealthLink App is your personal wealth companion, giving you instant access to your portfolio, financial plan, and advisor support—all in a secure, easy-to-use platform.
Why You’ll Love It:
- Instant Portfolio Insights: Track balances, performance, transactions, and detailed holdings with just a tap.
Stay on Track: Monitor your personalized financial plan and progress toward your goals.
Client Document Vault: Safely exchange important documents with your advisor anytime.
Comprehensive Reports: Access quarterly performance reports, Schwab statements, tax documents, and cost basis details—all in one place.
Portfolio Analysis: Understand your portfolio allocation. See exactly what you own, where it’s invested, and how it’s performing.
Direct Advisor Access: Message your advisor or schedule appointments instantly—no phone calls, no delays.
Your Wealth, Your Way
Whether reviewing investments, planning for the future, or connecting with your advisor, the PFG WealthLink App keeps you informed, empowered, and confident.
Peace of Mind, Built In
Built with advanced safety measures and multi-factor authentication designed to keep your private information secure.
Download today to harness the full potential of your wealth—wherever life takes you!
新版变化
- 版本: 5.20.0
- 已更新:
- - Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
可选
开发人员
- PFG Private Wealth Management, LLC
- 平台: iOS 应用 (1)
- 列表: 0 + 0
- 积分: 0 + 4 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
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其他信息
通讯录
https://www.pfgprivatewealth.comPFG Private Wealth 短网址: 已复制!- 🌟 分享
- App Store
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