Stock Yards Wealth Management 1.0

Stock Yards Bank and Trust Company – Freeware – iOS
uit 3 stemmen

Laatste versie
1.0 Veilig te installeren

Dit is geen downloadformulier!

De UpdateStar programma database wordt bijgehouden door gebruikers, voor gebruikers.
Met uw steun kunt u helpen om de software van alle andere gebruikers actueel te houden. Vul alle velden in die onjuist of achterhaald zijn. We zullen uw bijdrage zo spoedig mogelijk controleren en beoordelen.
Wij danken u voor uw steun aan UpdateStar!

Titel:

Categorie:

Vereisten:

Android

iOS

Windows

Mac

Linux

Licentie:

Uitgever:

Uitgever URL:

Beschrijving:

The Wealth Access platform from Stock Yards Wealth Management has been recognized as the leading online advice solution, as highlighted in the 2015 Financial Planning Technology Survey. It offers a user-friendly interface that allows clients to access their personal balance sheets at any time and from any location. Users can view recent trades and transactions, current portfolio holdings, and update their information seamlessly.

The platform's dashboard features daily updated data to help users track trends and manage cash flow effectively. Wealth Access employs Intelligent Aggregation, which connects to over 20,000 institutions through multiple data sources, enabling comprehensive asset and liability aggregation within a secure environment.

Wealth Access also incorporates a permissions-based technology that simplifies information sharing with advisors. This feature facilitates real-time conversations with financial advisors, ensuring that clients can continually monitor and work towards their financial goals.

Getting started with Wealth Access is straightforward and can be initiated by contacting your wealth advisor. The platform automatically organizes all aspects of the client's balance sheet, including expenses.

Key Features of Wealth Access Include:
<ul>
 <li>Real-time portfolio visibility</li>
 <li>Simplified reporting and access</li>
 <li>Accessibility from any location</li>
 <li>Dedicated client service team for aggregation setup and onboarding</li>
 <li>Integration with leading financial planning systems</li>
 <li>Secure digital vault for storing financial documents</li>
 <li>Capability to share information with bankers, accountants, lawyers, and family members</li>
</ul>

It is important to note that Wealth Access connects with both US and international financial institutions, providing reporting in local currencies.

Labels:

Korte beschrijving:

Geïnstalleerde versie onbekend?

Huidige versie:

Download URL:

Directe download URL:

Koop URL:

Pictogram URL:

Schermafbeelding 1 URL:

Schermafbeelding 2 URL:

Schermafbeelding 3 URL:

Schermafbeelding 4 URL:

PAD-bestand URL:

Opmerking:

Uw e-mailadres:

Nieuwsbrief:

Voer uw e-mailadres in zodat wij u kunnen bereiken indien we vragen hebben over uw bijdrage. Wij zullen uw e-mailadres nooit delen met derden.

Schermafbeeldingen (Klik om te vergroten)

Aanverwante producten

Autotruck FCU CardGuard

CardGuard is a robust tool designed to enhance the security of your Autotruck debit card by facilitating real-time transaction alerts and providing comprehensive control over how, when, and where your card is utilized.

Blue Grass Federal Mobile

Blue Grass Federal Mobile Banking offers a convenient solution for banking needs on the go. With our mobile app, users have the ability to pay bills, deposit checks, review transactions, check balances, transfer funds, manage debit …

BMS LLC Mobile App

Efficiently manage your BMS LLC health benefit accounts with the official app. Gain real-time access to account information and balances, all at your fingertips.

CBTJ Mobile

Begin managing your finances on the go with CBTJ Mobile for iPhone and iPad by Citizens Bank & Trust Co. of Jackson. This mobile banking app caters to all account holders, providing convenient access to key banking services from anywhere.

Eclipse Bank Mobile

Our mobile banking service offers a convenient way to access your banking functions on the go. With 24/7 access to your account activity, you can stay on top of your finances at all times.

e-Teller

Efficiently monitor your Transcend Credit Union accounts from anywhere, at any time with the eMobile app. This application grants you the flexibility to check account balances, track transaction history, transfer funds, make loan …

Farmers Bank of Milton

Introducing the Farmers Bank of Milton Mobile app, a reliable and user-friendly tool that allows you to efficiently handle your finances using your iPhone.

Greater Kentucky Credit Union

Greater Kentucky Credit Union offers a mobile app that provides a range of convenient features for its users. With this app, you can easily deposit checks on the go, track your account balances and history, apply for loans, send and …

I Bank with BOL MoBOL

i-Bank with BOL MoBOL: A Comprehensive Financial Management Solution i-Bank with BOL MoBOL is a cutting-edge personal financial management tool that allows you to effortlessly consolidate all your financial accounts, including those from …

RCB Go

The RCB Go App is a free mobile tool designed to help users manage their finances more effectively. By allowing users to aggregate all of their financial accounts in one place, including accounts from other financial institutions, the app …

TCB Mobile Banking

The TCBAnytime app provided by The Citizens Bank offers users a seamless experience in managing their finances from their mobile devices.

Traditional Bank Mobile

Start banking wherever you are with the Traditional Bank Mobile Banking app. This app is available to all Traditional Bank online banking customers, providing a convenient and secure way to manage your finances.

TRUSTtrak

Are you a busy professional always on-the-go with limited time to review your investment portfolios? Are you interested in monitoring your account's performance against the market?

▼ ▲

Veilige en gratis downloads, gecontroleerd door UpdateStar

Blijf actueel
met UpdateStar freeware.

Laatste nieuws

Recente beoordelingen

	Belarc Advisor Belarc Advisor: uw ultieme tool voor systeembeheer
	SmartPixel SmartPixel: een gamechanger voor het maken van video's
	Aston Aston: de ultieme tool voor desktopaanpassing
	Video to GIF Converter Transformeer je video's met gemak in verbluffende GIF's
	DriverAgent DriverAgent: Stroomlijn uw chauffeursbeheer met gemak
	MOTOTRBO Radio Driver Verbeter de communicatie met MOTOTRBO Radio Driver

Meest populaire downloads

	UpdateStar Premium Edition Uw software up-to-date houden is nog nooit zo eenvoudig geweest met UpdateStar Premium Edition!
	Microsoft Visual C++ 2015 Redistributable Package Verbeter de prestaties van uw systeem met Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Edge Een nieuwe standaard in surfen op het web
	Google Chrome Snelle en veelzijdige webbrowser
	Microsoft Visual C++ 2010 Redistributable Essentieel onderdeel voor het uitvoeren van Visual C++-toepassingen
	Microsoft Update Health Tools Microsoft Update Health Tools: zorg ervoor dat uw systeem altijd up-to-date is!