Wealth Management Group at CIT for iPhone
Wealth Management Group at CIT for iPhone
Publisher's Description
CITs Wealth Management app provides a clear, complete and simple way for you to view your personal balance sheet from anywhere, anytime. Our dashboard provides data updated daily to track trends and manage your cash flow.
With our app, you can:
- View your most recent trades and transactions
- Access your current portfolio holdings
- Update your information on-the-go
- Share information with your advisors to ensure youre always tracking your financial goals
- Automatically organize your balance sheet information and expenses
Our Wealth Management apps intelligent aggregation links to more than 20,000 different organizations through multi-tiered sources, providing a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.
Find, download, and install iOS apps safely from the App Store
Publisher's Description
CITs Wealth Management app provides a clear, complete and simple way for you to view your personal balance sheet from anywhere, anytime. Our dashboard provides data updated daily to track trends and manage your cash flow.
With our app, you can:
- View your most recent trades and transactions
- Access your current portfolio holdings
- Update your information on-the-go
- Share information with your advisors to ensure youre always tracking your financial goals
- Automatically organize your balance sheet information and expenses
Our Wealth Management apps intelligent aggregation links to more than 20,000 different organizations through multi-tiered sources, providing a complete data aggregation engine with the power to bring all your assets and liabilities into one secure platform.
