Henssler Planning Portal im Vergleich zu 1ADVISOR Nutzung und Statistiken
An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports and more—all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely viewing files from your wealth adviser.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Optimize your digital banking experience, interest rate, FDIC insurance and customer service available exclusively from your financial advisor.
Financial advisor directed Fiduciary First Banking™ features:
- Heightened FDIC insurance
- Materially higher depositor interest rates relative to national averages
- Zero fees, anywhere at any time
- Daily transparency around the interest rate on all depository accounts
- Daily benchmarking of interest rate relative to national averages
- Prompt customer service from a dedicated Private Concierge
Finally, a consumer banking app that puts your best interests first under the guidance of your financial advisor.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Henssler Planning Portal VS. 
1ADVISORMärz 17, 2025