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Bangerter Financial Services

Bangerter Financial Services mobile app provides greater visibility into both clients' overall financial picture and Bangerter Financial Services's wealth advisory services

Bangerter Financial Services mobile app provides greater visibility into both clients' overall financial picture and Bangerter Financial Services's wealth advisory services

Bangerter Financial Services

by GeoWealth Management, LLC
Bangerter Financial Services
Bangerter Financial Services
Bangerter Financial Services

What is it about?

Bangerter Financial Services mobile app provides greater visibility into both clients' overall financial picture and Bangerter Financial Services's wealth advisory services.

Bangerter Financial Services

App Details

Version
3.3.1
Rating
NA
Size
19Mb
Genre
Finance Business
Last updated
September 30, 2020
Release date
September 30, 2020
More info

App Screenshots

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App Store Description

Bangerter Financial Services mobile app provides greater visibility into both clients' overall financial picture and Bangerter Financial Services's wealth advisory services.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Bangerter Financial Services and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download.

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