ISEC Wealth Management vs ABC Wealth Usage & Stats

Have an access to your ISEC Wealth Management Ltd account on the go! With our official App, the most important features of your individually portfolio managed account will be at your fingertips. Key features: • Elegant, intuitive and easy to use interface to monitor your investments, diversification and market value. • Check your investment up to date just in a flash. • In a simple way see your detailed Cash and Trade investments transactions history. • Stay up-to-date with your MasterCard card balance and history all the time. • PIN Protection to guarantee your privacy. Discover a new, beautiful way to monitor portfolio managed account without a desktop computer, anytime, anywhere! Important Notice: To use the application, you must have a portfolio managed account with ISEC Wealth Management Ltd. For more information please visit our web site www.is-wm.com Risk Warning: Investing in financial instruments involves a high degree of risk and may not be suitable for all investors. Trading in financial instruments can result in both an increase and a decrease in capital. Please refer to our Risk Disclosure available on our web site for further information. ISEC Wealth Management Ltd is a Cyprus Investment Firm (CIF) supervised and regulated by the Cyprus Securities and Exchange Commission (CySEC) with CIF license number 356/18 and company registration number HE 360500.
  • Apple App Store
  • Free
  • Finance

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ABC Wealth app is used to demonstrate the application capabilities of GeoWealth Management. For more information, please go to www.geowealth.com ABC Wealth Management’s new and improved mobile application gives greater visibility into your overall financial picture. And now enhanced for both Clients and Wealth Advisors. For our clients, the app lets you: • View your accounts in a consolidated manner • See up-to-date performance returns and holdings on the household, account and portfolio levels • Access to your document vault where quarterly statements and other important documents reside • Household allocation by asset class • Details and Contact Information for ABC Wealth Management and your Wealth Advisor • And now with an improved interface and user experience For Wealth Advisors, the app lets you: • Search within your clients and see a consolidated view of accounts, portfolios, and holdings • Review your upcoming CRM calendar as a whole or by client. Clients can use the same login and password that you setup for our online client portal. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your Wealth Advisor or Client Service Specialist. This application is free to download.
  • Apple App Store
  • Free
  • Finance

Store Rank

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ISEC Wealth Management vs. ABC Wealth ranking comparison

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ISEC Wealth Management VS.
ABC Wealth

December 28, 2024