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BancFirst Trust Mobile at Mac App Store analyse
BancFirst Corporation
Version
1.0
Size
1.19 Mb
Updated
3 years ago
Released
09 Feb 2022
Description
Wealth Access from BancFirst Trust and Investment Management is the industrys leading personal financial management tool designed for high net worth clients.
Wealth Access provides a clear, complete, and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts and current portfolio holdings, and leverage the ability to update your information on the go.
BancFirst Wealth Access links to over 20,000 US and international financial institutions providing complete data aggregation into one secure platform, allowing for information to be easily shared with advisors. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
ITS EASY TO GET STARTED
Wealth Access is available by contacting your BancFirst trust administrator today.
KEY WEALTH ACCESS FEATURES:
View entire portfolio in real time
Simplified reporting and access
Expenses automatically organized
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industrys leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, attorneys, and family members
Reporting completed using local currencies
Estimates
Availability
Devices
iPhone5s
iPadAir
iPadAirCellular
iPadMiniRetina
iPadMiniRetinaCellular
iPhone6
iPhone6Plus
iPadAir2
iPadAir2Cellular
iPadMini3
iPadMini3Cellular
iPodTouchSixthGen
iPhone6s
iPhone6sPlus
iPadMini4
iPadMini4Cellular
iPadPro
iPadProCellular
iPadPro97
iPadPro97Cellular
iPhoneSE
iPhone7
iPhone7Plus
iPad611
iPad612
iPad71
iPad72
iPad73
iPad74
iPhone8
iPhone8Plus
iPhoneX
iPad75
iPad76
iPhoneXS
iPhoneXSMax
iPhoneXR
iPad812
iPad834
iPad856
iPad878
iPadMini5
iPadMini5Cellular
iPadAir3
iPadAir3Cellular
iPodTouchSeventhGen
iPhone11
iPhone11Pro
iPadSeventhGen
iPadSeventhGenCellular
iPhone11ProMax
iPhoneSESecondGen
iPadProSecondGen
iPadProSecondGenCellular
iPadProFourthGen
iPadProFourthGenCellular
Pricing by country
| Country | Price |
|---|---|
| USA | free |
