RMB Wealth Mgmt Client Portal
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RMB Wealth Mgmt Client Portal
RMB Wealth Mgmt Client Portal

RMB Wealth Mgmt Client Portal

Quickly view your financial picture and interact with your advisor team

Developer: RMB Capital, LLC.
App Size: Varies With Device
Release Date: Nov 18, 2018
Price: Free
Price
Free
Size
Varies With Device

Screenshots for App

Mobile
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.
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RMB Wealth Mgmt Client Portal 1.75 Update
2023-12-09 Version History
* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard


~RMB Capital, LLC.
More Information about: RMB Wealth Mgmt Client Portal
Price: Free
Version: 1.75
Downloads: 102
Compatibility: Android 5.0
Bundle Id: com.bdmobile.f639c
Size: Varies With Device
Last Update: 2023-12-09
Content Rating: Everyone
Release Date: Nov 18, 2018
Content Rating: Everyone
Developer: RMB Capital, LLC.


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