3月10日的myGellerCFO应用程序分析

myGellerCFO is a personalized digital platform for Geller Advisors’ clients, providing them with secure and streamlined access to their financial information whenever and wherever they need it. Main Features: • Personal wealth information, including portfolio summaries, performance tracking and clients’ net worth • Streamlined document access for account management and secure information exchange with the Geller Advisors team through seamless integration with box.com • Updates on the latest trends and opportunities from the Geller Advisors subject matter experts • “Projects" feature facilitates client/advisor collaboration on outstanding action items and tasks How to Access: Geller Advisors clients should contact to their financial advisor or relationship manager to receive access.