Simmons Wealth Management

Simmons Wealth Management
Simmons Wealth Management
Developer: Simmons Bank
Category: Finance
1K installs
10 ratings
+2 weekly installs
trend steady
+14 monthly installs
trend steady

3.2★

Ratings: 10

5★
4★
3★
2★
1★

Screenshots

App screenshot
App screenshot
App screenshot
App screenshot

App Description

Quickly view your financial picture and interact with your advisor team!

Access your portfolio data in a simple, elegant interface with the Simmons Wealth Management Client Portal.

Features:

Home Page – At-a-glance view of account information

Portfolio – Dynamic picture of your entire portfolio

Timeline – A consolidated feed of interactions with your Simmons team

Vault – Easily keep track of and share your important financial and legal documents

Team – Quickly access contact information for your Simmons team

Requirements: The app is available to Simmons Bank Trust & Wealth clients who have been authorized for the mobile application. If you would like to request access, please contact your Simmons Bank Trust Officer