Excelsior Wealth Management 與 Baird Online 使用情況與統計

An extension of your trusted Advisor. Monitoring your wealth and tracking your financial plan has never been easier, with the features you value most in the palm of your hand.   • View Your Portfolio - including changes in value, and asset allocation • Log In Securely And With Ease - with your fingerprint  or facial recognition • Check-In On Your Net Worth -  and see all your finances in on view with 360 Wealth • Review And Exchange Key Documents - including statements, confirmations, tax forms and more with our secure portal • Stay In The Know - with expert insights from award-winning Baird research • Connect With Your Baird Team - with your advisor's contact in