| Vývojář: | Trust Point Inc (1) | ||
| Cena: | Zdarma | ||
| Hodnocení: | 0 | ||
| Recenze: | 0 Napsat recenzi | ||
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| App Store | |||
Popis
IT’S EASY TO GET STARTED
Trust Point Wealth Management is available by contacting your relationship manager at Trust Point at 800-658-9474.
KEY FEATURES:
Trust Point Wealth Management is designed for high net worth clients to help organize all of your balance sheet and your expenses. It 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
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note all reporting will be reported in local currencies.
Snímky obrazovky
Novinky
- Verze: 1.90.1
- Aktualizováno:
- * Planning Enhancements
* Added Support for New Widgets
* Performance Improvements
* Bug Fixes
Cena
- Dnes: Zdarma
- Minimální: Zdarma
- Maximální: Zdarma
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- Trust Point Inc
- Platformy: iOS Aplikace (1)
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Další informace
- Verze: 1.90.1
- ID: com.BDMobile.F2718C
- Kategorie:
iOS Aplikace›Finance - OS:
iPad,iPhone,iOS 12.4 a vyšší - Velikost:
131 Mb - Podporovaný jazyk:
English - Hodnocení obsahu:
4+ - App Store Hodnocení:
0 - Aktualizováno:
- Datum vydání:
Kontakty
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