Legacy Financial Advisors 对比 Barry Investment Advisors 的使用情况和统计数据
The Legacy Financial Advisors app is a mobile client portal exclusively for Legacy Financial Advisors clients.
The app gives clients a convenient, centralized location for accessing and managing all of their financial information and resources.
Legacy Financial Advisors Features for Clients:
View Legacy's newsfeed
Attend scheduled Zoom calls with your Financial Advisor
View your eMoney client portal
View your Black Diamond performance reporting
Communicate directly with your Financial Advisor via DMs
Access market insights provided by your Financial Advisor
Invite your kids and grandkids to learn from professionals that you trust
Please Note: Legacy Financial Advisors is available only to clients. If you are a client, please reach out to your Financial Advisor for your account information.
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Navigate your financial journey with ease using the Barry Investment Advisors app, a mobile client portal that provides instant access to your portfolio and relevant resources.
The app offers a user-friendly platform that allows clients to access their investment portfolio and stay informed with timely content on market trends and financial planning topics.
Barry Investment Advisors Features for Clients:
• View Barry Investment Advisors newsfeed
• Attend scheduled Zoom calls with your team
• Access your Wealth Management Portal
• View your investment portfolio performance reports
• Communicate directly with your team via Direct Messenger
• Gain insights into the market and various financial planning topics curated by Barry Investment Advisors
• View Barry Investment Advisors Blog Posts, Newsletters and Podcasts with a single click
• Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team
• Invite your family and friends to gain knowledge from professionals you trust
- Apple 应用商店
- 免费
- 金融
商店排名
- -
Legacy Financial Advisors VS. 
Barry Investment Advisors十二月 17, 2024