From FBMM: Provides a clear, complete and simple way for you to view your balances and vital information from anywhere at anytime. See the most recent activity and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The FBMM Business Management dashboard provides data updated daily to track trends and manage your cash flow.
IT’S EASY TO GET STARTED
Wealth Access is available by contacting your FBMM Business Manager today.
KEY FEATURES:
FBMM’s client portal is the industry’s leading PFM designed for our clients that includes:
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Fully integrated with the industry’s leading financial planning systems
Ability to store vital documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that FBMM currently connects to US and international financial institutions. All reporting will be reported in local currencies.