5.14.0 Sejf do zainstalowania
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.
Przegląd
BKM Wealth to Freeware oprogramowanie w kategorii Firma opracowane przez BKM Wealth Management, LLC.
Najnowsza wersja BKM Wealth jest 5.14.0, wydany na 03.04.2025. Początkowo był to dodane do naszej bazy na 03.04.2025.
BKM Wealth jest uruchamiany w następujących systemach operacyjnych: iOS.
Użytkownicy BKM Wealth dał pewien oszacowanie od 5 z 5 gwiazdek.
Zrzuty ekranu (kliknij aby obejrzeć powiększenie)
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