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- Motive Wealth Vs. BGM Wealth Partners, LLC
Motive Wealth im Vergleich zu BGM Wealth Partners, LLC Nutzung und Statistiken
Motive Wealth offers a secure, personalized app that can serve as the digital hub for your entire financial picture and plan.
Key features include:
Investment portfolio reporting – easily review your current Motive-managed investment holdings, asset allocation, performance, and more through interactive tables and colorful charts.
Net worth reporting – get a complete view of your entire net worth. You can even link external financial accounts—such as retirement plans, bank accounts, and mortgages—for daily value updates.
Document vault – safely store and access important financial documents—like estate plans, insurance policies, and tax returns—in a secure, cloud-based vault.
Financial plan summary – stay updated with a current report of your custom-tailored financial plan.
Collaboration – empower your professional advisors—accountants, attorneys, and insurance specialists—to collaborate in real-time by granting them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
This app provides access to your BGM's client dashboard, document vault, interactive reports, and more – all in a secure and easy-to-use mobile app.
TOP FEATURES
• Interactive dashboard showing your investment performance
• Dynamic reports with current investment information
• Document vault for securely sending and receiving files
• Information on your wealth management team
• And more!
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Motive Wealthvs. BGM Wealth Partners, LLC Ranking-Vergleich
Vergleichen Sie Motive Wealth den Ranking-Trend der letzten 28 Tage mit BGM Wealth Partners, LLC
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Motive Wealth im Vergleich zu BGM Wealth Partners, LLC Ranking im Ländervergleich
Vergleichen Sie Motive Wealth den Ranking-Trend der letzten 28 Tage mit BGM Wealth Partners, LLC
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März 14, 2025