Legacy Financial Advisors im Vergleich zu AHC Investments Nutzung und Statistiken
The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust
Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
The app offers a user-friendly platform that allows clients to access their investment portfolio
and stay informed with timely content on market trends and financial planning topics.
AHC Investments & Financial AdvisoryFeatures for Clients:
View AHC Investments & Financial Advisory newsfeed
Attend scheduled Zoom calls with your team
Access your Wealth Management Portal
View your investment portfolio performance reports
Communicate directly with your team via Direct Messenger
Gain insights into the market and various financial planning topics curated by AHC Investments & Financial Advisory
View AHC Investments & Financial Advisory Blog Posts, Newsletters and Podcasts with a single
click
Receive alerts for upcoming review meetings, outstanding tasks and other scheduled
events with your team
Invite your family and friends to gain knowledge from professionals you trust
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Legacy Financial Advisors VS. 
AHC InvestmentsDezember 15, 2024