Bangerter Financial Services
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Bangerter Financial Services
Bangerter Financial Services

Bangerter Financial Services

App Size: 20.4 MB
Release Date: Sep 30, 2020
Price: FREE
Price
FREE
Size
20.4 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
Bangerter Financial Services mobile app provides greater visibility into both clients' overall financial picture and Bangerter Financial Services's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Bangerter Financial Services and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.
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More Information about: Bangerter Financial Services
Price: FREE
Version: 1.0
Compatibility: Requires Requires iOS 10 or later
Size: 20.4 MB
Genre: Finance
Release Date: Sep 30, 2020
Last Update:
Content Rating: 4+
Developer: GeoWealth Management, LLC
Language: English -


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