Westwood Private Wealth im Vergleich zu Fiduciary Trust of PA Nutzung und Statistiken
Financial Plan? Estate Plan? Document Vault? We’ve got you covered. The Westwood mobile app is your tool to help you sort your financial life. Aggregate accounts for a bird’s eye view, keep track of your net worth and individual account balances, schedule private equity capital calls, store documents, get reminders, review all your insurance policies. The Westwood Client Portal app puts a seamless digital experience at your fingertips. The app enables a wide range of integrated data views, including current market value and holdings, account details, a curated news feed and the ability to connect with your Westwood Private Wealth Advisor. This tool, paired with insights and advice from your Westwood Private Wealth Advisor, is what you need to keep your financial life in order and on track.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
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Formerly the PennTrust mobile app, now Fiduciary Trust of PA. Pennsylvania Trust is now a part of Fiduciary Trust International.
Fiduciary Trust International provides wealth planning, investment management, trust, estate and family office services designed to grow and protect your wealth through generations. As a Fiduciary Trust International client, you can use our mobile app to manage your accounts. You can view your account information including balances, holdings and recent activity anytime on mobile devices. In order to use the app, you must currently have access to your account through our client website. For assistance in enrolling, please contact our Help Desk at 877-870-1073 or help@fiduciarytrust.com.
View Your Account, Anywhere
- Check your accounts and balances
- View holdings, gain/loss and asset allocation
- Monitor recent activity and transactions
Secure and Direct Access
- Face/Touch ID recognition
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Westwood Private Wealth VS. 
Fiduciary Trust of PADezember 12, 2024