價格：免費
更新日期：2018-03-02
檔案大小：2.2 MB
目前版本：2.1.1
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
Landmark Bank Wealth Access, provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Landmark Bank Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Landmark Bank Wealth Access’ Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
Landmark Bank Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Landmark Bank Wealth Access is available by contacting your wealth advisor today.
Landmark Bank Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY LANDMARK BANK WEALTH ACCESS FEATURES:
Landmark Bank Wealth Access is the industry’s leading PFM designed for high net worth clients that 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
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that Landmark Bank Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how Landmark Bank Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2015/11/Privacy-Policy.pdf
支援平台：iPhone, iPad