United Income

財經2021-09-02

價格：免費

檔案大小：5.9 MB

版本需求：系統需求：iOS 9.0 或以後版本。相容裝置：iPhone、iPad、iPod touch。

支援語言：英語

Invest in more with United Income from Capital One. More financial potential, more choices, more peace of mind, more family time. Powered by new technology, a team of experienced wealth managers, and the highest ethical standards we seek to unlock more effective ways to build wealth that endure over increasingly long and ambitious lives.

Getting the most out of your money starts with understanding the interrelationship of every financial decision and event in your life. Our solution allows us to analyze these relationships more thoroughly than has been possible before, fundamentally improving our ability to build wealth that can be sustained over longer, healthier lives.

And now it is available as an app!

What Members Get:

• Comprehensive Financial Planning

We provide a holistic planning service for everything from cash flow management to estate planning, all of which is integrated into a single decision-making engine that optimizes the set of decisions you face.

• Forecasting

Each member receives personalized insights into how their wealth, cashflow, taxes, spending, and other financial information may change in the future.

• Investment Management

Every member receives a personalized, custom portfolio, relying on our patent-pending investment methodology. We even consider and work around your outside holdings to give you a holistic wealth management plan.

• Tax Reduction

Our members receive automated tax reduction services, like tax-loss harvesting, account sequencing optimization, asset allocation, and more.