Henssler Planning Portal vs 1ADVISOR使用状況と統計
An intuitive financial dashboard that displays information on your financial accounts and provides access to your document vault, interactive reports 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 viewing files from your wealth adviser.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
Optimize your digital banking experience, interest rate, FDIC insurance and customer service available exclusively from your financial advisor.
Financial advisor directed Fiduciary First Banking™ features:
- Heightened FDIC insurance
- Materially higher depositor interest rates relative to national averages
- Zero fees, anywhere at any time
- Daily transparency around the interest rate on all depository accounts
- Daily benchmarking of interest rate relative to national averages
- Prompt customer service from a dedicated Private Concierge
Finally, a consumer banking app that puts your best interests first under the guidance of your financial advisor.
- Apple App ストア
- 無料
- ファイナンス
ストアランキング
- -
Henssler Planning Portal VS. 
1ADVISOR1月 3, 2025