The app provides Citi Private Bank clients with a digital banking experience. It offers a comprehensive view of accounts, allowing exploration of portfolios, analysis of metrics, and access to publications.
Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.
Access financial information anytime and anywhere. View details, track investments, and receive updates. Navigate the with an intuitive interface designed for ease of use. Sync data across mobile devices for consistent access.
The app provides Waverly Advisors' clients with access to account valuation, performance, and reporting information. It is developed for mobile devices.
Review account balances and check transaction history. Transfer funds between accounts. Pay bills to existing vendors. Cancel or change pending payments. Locate branches or ATMs.
View investment portfolio details in real time. Access account summaries, performance charts, and transaction history. Receive alerts for portfolio changes. Communicate with financial advisors through secure messaging.