Mutual of Omaha Bank Wealth
Mutual of Omaha Bank’s Wealth Management app 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 and current portfolio holdings as well as leverage the ability to update your information on the go. Our dashboard provides data updated daily to track trends and manage your cash flow.
Our app’s intelligent aggregation links to more than 20,000 different organizations 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.
With our permissions-based technology, it is easy to share your information with your advisors to ensure that you’re always tracking your financial goals. Plus, have real-time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Contact your wealth management advisor today. Our app automatically organizes all of your balance sheet information and organizes your expenses.
FEATURES
The industry’s leading personal financial management system designed for high net worth clients 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 your advisors – accountants and lawyers as well as your family members
Please note that our app currently connects to US and international financial institutions. All reporting will be reported in local currencies
Our app’s intelligent aggregation links to more than 20,000 different organizations 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.
With our permissions-based technology, it is easy to share your information with your advisors to ensure that you’re always tracking your financial goals. Plus, have real-time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Contact your wealth management advisor today. Our app automatically organizes all of your balance sheet information and organizes your expenses.
FEATURES
The industry’s leading personal financial management system designed for high net worth clients 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 your advisors – accountants and lawyers as well as your family members
Please note that our app currently connects to US and international financial institutions. All reporting will be reported in local currencies
Category : Finance
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