NP Wealth Management 與 Sherman Wealth 使用情況與統計

See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The NP Wealth Management dashboard provides data updated daily to track trends and manage your cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all your assets and liabilities into one secure platform.