5.14.0 Coffre-fort à installer
BKM Wealth Management offers a mobile application that enables clients to access their financial information at their convenience. The app provides a streamlined interface for users to view critical aspects of their financial well-being, offering a comprehensive overview of their accounts.
Clients can assess their financial goals and priorities, ensuring that their plans remain current and aligned with their objectives. The platform also features secure document upload capabilities and facilitates direct communication with financial advisors, enhancing the client-advisor relationship.
For existing clients of BKM Wealth Management interested in utilizing this tool, contacting your financial advisor is recommended for further support. BKM Wealth Management, an SEC-registered investment advisory firm based in Brookfield, Wisconsin, operates under a fiduciary standard, prioritizing clients' best interests. The firm provides tailored financial planning and investment management services to a select clientele, along with consultation for 401(k) plan sponsors, focusing on making a positive impact on clients' lives.
Vue d'ensemble
BKM Wealth est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par BKM Wealth Management, LLC.
La dernière version de BKM Wealth est 5.14.0, publié sur 03/04/2025. Au départ, il a été ajouté à notre base de données sur 03/04/2025.
BKM Wealth s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de BKM Wealth a donné une cote de 5 étoiles sur 5.
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