Three Arch Wealth のアプリ分析 2月1日

The Three Arch Wealth Client Portal app provides secure, on-demand access to your personalized financial life—anytime, anywhere. View your portfolio, track performance, access key documents, and stay connected with your advisory team, all from one intuitive platform. Features include: - Portfolio balances and performance tracking - Secure document sharing and storage - Asset allocation, asset class returns, and dividend projections - Access to performance reports, account statements, and tax documents - Account aggregation for a complete financial picture Designed exclusively for clients of Three Arch Wealth Management, this app helps you stay informed, organized, and confident in your financial future.