Beacon Pointe vs. Beacon Trust Utilizzo e statistiche

Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app. TOP FEATURES • A personalized, interactive dashboard that displays your complete financial picture. • A document vault for securely storing, sending and receiving files with your wealth advisor. • Dynamic reports with current investment information. • Budgeting tools, and more.