Scott Cap Adv против BancFirst Trust Mobile Использование & Stats

Wealth Access from BancFirst Trust and Investment Management is the industry's leading personal financial management tool designed for high net worth clients. Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go. BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow. IT'S EASY TO GET STARTED Wealth Access is available by contacting your BancFirst trust administrator today. KEY WEALTH ACCESS FEATURES: View entire portfolio in real time Simplified reporting and access Expenses automatically organized Client service team to assist in aggregation set-up and onboarding Fully integrated with the industry's leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with bankers, accountants, attorneys, and family members Reporting completed using local currencies