價格：免費
更新日期：2020-06-23
檔案大小：1.7 MB
目前版本：1.2
版本需求：系統需求：iOS 10 或以後版本。相容裝置：iPhone、iPad、iPod touch。
支援語言：英語
CIT’s Wealth Management app provides a clear, complete and simple way for you to view your personal balance sheet from anywhere, anytime. Our dashboard provides data updated daily to track trends and manage your cash flow.
With our app, you can:
- View your most recent trades and transactions
- Access your current portfolio holdings
- Update your information on-the-go
- Share information with your advisors to ensure you’re always tracking your financial goals
- Automatically organize your balance sheet information and expenses
Our Wealth Management app’s intelligent aggregation links to more than 20,000 different organizations through multi-tiered sources, providing a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.
支援平台：iPhone, iPad