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LGT Wealth vs Banct App Uso e estatísticas
Our LGT Wealth app offers clients the opportunity to view their portfolio information whenever convenient for them, without compromising on security.
Via LGT Wealth, you will benefit from:
- 24/7 access to portfolio valuations, including holdings and cash statements
- 24/7 access to other important documents including valuations, tax packs and contract notes.
- Secure direct messaging and document sharing with your Investment Manager.
Access to the app requires a valid LGT Wealth username, password and two-factor code. For further information on how to register for LGT Wealth, please refer to our LGT Wealth help section on www.lgtwm.com/en/help/ or contact your Investment Manager.
This app is intended solely for use by LGT Wealth Management clients. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority. You will find further information on our homepage at www.lgtwm.com/en/legal-notice
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What we offer?
Our built-in accounting and budgeting tools will help you manage your taxes effectively. Your business account and bookkeeping in one place
Accounting
Gain insight into all your processes and improve your bottom line.
Currency Conversion
Banct offers instant local currency conversion with market leading rates.
Manage
Stay in control of all processes for full transparency.
Payment
Automate all your payments and speed things along.
Low rate currency exchange
You can receive, hold and exchange money in more than 34+ currencies worldwide with no additional fees. Get market-leading, real-time exchange rates for multiple currencies and leave expensive foreign exchange fees in the past.
Accounting platform
Our accounting platform is designed to help small businesses integrate their financial data with their fund management activities.
Invoicing
Customisable invoice feature allows you to make modifications to suit your needs.
Option to send invoices manually as well as automatically.
Match payments directly with individual invoices.
Generate data to review unpaid invoices. Receive notifications for invoice-specific payments.
Budgeting
Allocate tax categories to income and expenses at the touch of a button.
Proprietary account reconciliation feature. Matching entries is no longer a headache.
Dashboard to monitor income and expenses.
Send selected accounting data to external accountants.
Reporting
Tracking feature ensures you can view payment status in real-time.
Financial reporting–profit and loss account, balance sheet, expense reports–are an inbuilt feature.
Accounts receivable and payable tracking. View reports for open invoices, customer balances, and past due amounts.
Control who can access reports by using the authorisation feature.
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- Finanças
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LGT Wealth versus Banct App comparação de classificação
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LGT Wealth VS.
Banct App
17ezembro d, 2024