LMB Wealth Access 2.1.4
Free Version
Publisher Description
LMB Wealth Access - View your entire personal balance sheet from anywhere at anytime.
LMB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The LMB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
LMB Wealth Access’ Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
LMB Wealth Access’ permissions-based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
LMB Wealth Access is available by contacting your wealth advisor today.
LMB Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY LMB WEALTH ACCESS FEATURES:
LMB Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that LMB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how LMB Wealth Access protects your privacy, please visit https://simmonsbank.com/privacy-security/privacy-policy
About LMB Wealth Access
LMB Wealth Access is a free app for Android published in the Accounting & Finance list of apps, part of Business.
The company that develops LMB Wealth Access is Landmark Bank. The latest version released by its developer is 2.1.4.
To install LMB Wealth Access on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2020-02-19 and was downloaded 4 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the LMB Wealth Access as malware as malware if the download link to com.landmark.wealthaccess is broken.
How to install LMB Wealth Access on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the LMB Wealth Access is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by LMB Wealth Access will be shown. Click on Accept to continue the process.
- LMB Wealth Access will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
