NorthRock MY PERSONAL OFFICE vs Wealth Growth使用状況と統計
The NorthRock App is an easy-to-use online portal that instantly connects you to your full financial wealth picture anytime and anywhere. Whether you want a high level overview or an in-depth look at your investments, the NorthRock App makes it easier than ever.
You have the ability to view activity and changes in your portfolio or account balance, view the allocation breakdown of your portfolio by Class and Segment, see investment performance and most recent transactions across your portfolio, and allows for document storage and sharing, along with alerts and notifications.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
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Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.
Our wealth growth product is designed for the marketing and sales force to leverage technology along with customer insights to target the right set of potential customers for quick sales closures
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
NorthRock MY PERSONAL OFFICE VS. 
Wealth Growth1月 17, 2025