RMB Wealth Mgmt: Client Portal logo

RMB Wealth Mgmt: Client Portal for iOS

Developer's Description

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 benchmarkright 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.

Full Specifications

What's new in version 1.41

General

Release September 3, 2020
Date Added September 3, 2020
Version 1.41

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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