TCI Wealth Advisors, Inc. vs SMI Private Client使用状況と統計
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
The SMI Private Client app allows our clients to check balances, view transactions, track performance, monitor financial plans, view statements and tax forms, and contact their advisor or support team - all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for accessing your monthly statements and tax forms.
• Link outside accounts to view complete net worth snapshot.
For more information about SMI Private Client, check out www.smiprivateclient.com.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
TCI Wealth Advisors, Inc. VS. 
SMI Private Client12月 15, 2024