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- Legacy Financial Advisors Vs. Legacy Investor
Legacy Financial Advisors vs Legacy Investor Uso e estatísticas
The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust
Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.
- Apple App Store
- Gratuitos
- Finanças
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Legacy Mobile give you the tools to manage your wealth and collaborate with your advisor. See your wealth plan, accounts, holdings, performance and more on the go.
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
- -
Legacy Financial Advisors versus Legacy Investor comparação de classificação
Compare a tendência de classificação de Legacy Financial Advisors nos últimos 28 dias versus Legacy Investor
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Comparação da classificação de Legacy Financial Advisors vs. Legacy Investor por país
Compare a tendência de classificação de Legacy Financial Advisors nos últimos 28 dias versus Legacy Investor
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Legacy Financial Advisors VS.
Legacy Investor
17ezembro d, 2024