Sittner & Nelson Client Portal против Seneschal Family Office Использование & Stats

Your Seneschal Advisors 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 viewing files from your wealth advisor • And more!