iPhone iPad

FREE in the App Store

What is it about?

SCFS-VAULT is the industry's leading PFM designed for high net worth clients that includes:

App Details

Version

1.0

Rating

Size

3Mb

Genre

Finance

Last updated

December 30, 2020

Release date

December 30, 2020

More info

App Store Description

SCFS-VAULT is the industry's leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members

Get it for FREE in the App Store

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