1.0.17 Cassaforte da installare
The Legacy Financial Advisors app serves as an exclusive mobile client portal designed for clients of Legacy Financial Advisors, facilitating streamlined access to essential financial information and resources.
Key Features of the Legacy Financial Advisors App:
- Access to the latest updates through Legacy's newsfeed
- Participation in scheduled Zoom consultations with your Financial Advisor
- Integration with your eMoney client portal for a comprehensive view of your accounts
- Detailed performance reporting available via Black Diamond
- Direct messaging capabilities for seamless communication with your Financial Advisor
- Market insights shared by your Financial Advisor to inform investment decisions
- An opportunity for clients to invite children and grandchildren to engage in learning experiences with trusted professionals
Please note that the Legacy Financial Advisors app is exclusively available to clients. Clients should contact their Financial Advisor directly for account access information.
Panoramica
Legacy Financial Advisors è un software Freeware nella categoria Affari sviluppato da Legacy Financial.
L'ultima versione di Legacy Financial Advisors is 1.0.17, pubblicato su 14/01/2025. Inizialmente è stato aggiunto al nostro database su 14/01/2025.
Legacy Financial Advisors viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di Legacy Financial Advisors ha dato un punteggio di 5. 5 stelle su 5.
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