Legacy Wealth Management Group 4+

Name: Legacy Wealth Management Group
Rating: 5 (2 reviews)
Author: Legacy Wealth Management Group, Inc

Legacy Wealth Management Group, Inc

- 5,0 • Оценок: 2

- Бесплатно

Описание

The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance. We were founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. This application is a part of that mission, with more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is frequent client interaction and a desire to truly understand our client’s life. Our app provides one more way for our clients to be involved with the management of their accounts. At Legacy we believe that it’s not just a plan for your money, it’s plan for your life. Our application is available to all Legacy Wealth Management Group clients, if you are an existing client and would like to like to request access to the application please contact the Legacy Team, please contact us through lyncburglegacy.com or talk to your Legacy financial advisor.

12 окт. 2024 г.

Версия 1.83

* New Mobile Advisor push notifications
* Enhanced in app alert messaging
* Bug Fixes

5,0 из 5

Оценок: 2

Разработчик Legacy Wealth Management Group, Inc указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.