RMB Wealth Mgmt Client Portal
Install Now
RMB Wealth Mgmt Client Portal
RMB Wealth Mgmt Client Portal

RMB Wealth Mgmt Client Portal

App Size: 132.9 MB
Release Date: Nov 20, 2018
Price: FREE
5
2 Ratings
Size
132.9 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
The RMB Wealth Management Client Portal app provides mobile access to your investment account information. On the Home page, you can view your individual account values as well as the total value of your portfolio. Through My Accounts, you can view individual holdings and values. The Portfolio Dashboard gives you a dynamic overview of your portfolio and allows you to delve into performance details related to your asset allocation, gains and losses, and benchmark—right from your phone or tablet. You can easily change or customize your view using the drop-down menu and filters. If you have a question for your advisory team, access clickable links to phone numbers, emails, and office addresses through My Team. Stay connected whenever and wherever through the RMB Wealth Management Client Portal.
Show More
Show Less
RMB Wealth Mgmt Client Portal 1.73 Update
Sep 28, 2023 Version History
* Added the ability to easily clear all of your notifications* Reworked the Account Details page to highlight important information about the account* Improved performance within the Dashboard and Balance Sheet sections of the app* Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

~RMB Capital Management
More Information about: RMB Wealth Mgmt Client Portal
Price: FREE
Version: 1.73
Compatibility: Requires Requires iOS 12 or later
Bundle Id: com.BDMobile.F639C
Size: 132.9 MB
Genre: Finance
Release Date: Nov 20, 2018
Last Update: Sep 28, 2023
Content Rating: 4+
Developer: RMB Capital Management
Language: English -


Whatsapp
Vkontakte
Telegram
Reddit
Pinterest
Linkedin
Hide