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- SSWP Client Access Vs. myGellerCFO
SSWP Client Access im Vergleich zu myGellerCFO Nutzung und Statistiken
View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
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myGellerCFO is a personalized digital platform for Geller Advisors’ clients, providing them with secure and streamlined access to their financial information whenever and wherever they need it.
Main Features:
• Personal wealth information, including portfolio summaries, performance tracking and clients’ net worth
• Streamlined document access for account management and secure information exchange with the Geller Advisors team through seamless integration with box.com
• Updates on the latest trends and opportunities from the Geller Advisors subject matter experts
• “Projects" feature facilitates client/advisor collaboration on outstanding action items and tasks
How to Access:
Geller Advisors clients should contact to their financial advisor or relationship manager to receive access.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
SSWP Client Accessvs. myGellerCFO Ranking-Vergleich
Vergleichen Sie SSWP Client Access den Ranking-Trend der letzten 28 Tage mit myGellerCFO
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SSWP Client Access im Vergleich zu myGellerCFO Ranking im Ländervergleich
Vergleichen Sie SSWP Client Access den Ranking-Trend der letzten 28 Tage mit myGellerCFO
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SSWP Client Access VS.
myGellerCFO
Januar 17, 2025