價格：免費
檔案大小：2 MB
版本需求：需要 iOS 10 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Clermont Wealth Online is the new app from Clermont Wealth Strategies that provides a clear, complete and simple way for you to view all of your assets and liabilities into one secure platform. Powered by Wealth Access, Clermont Wealth Online is a complete data aggregation engine with links to over 20,000 different institutions.
KEY BENEFITS
See the most recent trades and transactions on your accounts and current portfolio holdings
Leverage the ability to update your information on-the-go
View the convenient dashboard for daily data
Track trends and manage your cash flow
Store financial documents in a secure, digital vault
You’re in control. Ensure that you’re always tracking your financial goals, and get help when you need it. The permissions-based technology allows you to share information with your personal advisor. Real-time conversations means quick and easy access to financial management support.
IT’S EASY TO GET STARTED
Clermont Wealth Online is available through your Clermont Wealth Strategies wealth advisor.
Please note that Clermont Wealth Online currently connects to US and international financial institutions. All reporting will be in local currencies.
To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
支援平台：iPhone, iPad