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Developer's Description

From FBMM: Provides a clear, complete and simple way for you to view your balances and vital information from anywhere at anytime. See the most recent activity and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The FBMM Business Management dashboard provides data updated daily to track trends and manage your cash flow.

ITS EASY TO GET STARTED

Wealth Access is available by contacting your FBMM Business Manager today.

KEY FEATURES:

FBMMs client portal is the industrys leading PFM designed for our clients that includes:

Simplified reporting and access

Accessible from anywhere

Client service team to assist in aggregation set-up and onboarding

Fully integrated with the industrys leading financial planning systems

Ability to store vital documents in a secure, digital vault

Shareable with Bankers, Accountants, Lawyers and Family Members

Please note that FBMM currently connects to US and international financial institutions. All reporting will be reported in local currencies.

Full Specifications

What's new in version

General

Release August 12, 2020
Date Added August 12, 2020

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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