Mayflower Advisors 1.80

Mayflower Advisors 1.80

Mayflower Advisors  ❘ Phần mềm miễn phí
iOS
ra khỏi 5 phiếu
Phiên bản mới nhất
1.80
An toàn để cài đặt
EXCELLENT User Rating

Mayflower Advisors’ clients have the opportunity to remain constantly connected through the Mayflower App mobile interface, offering secure and customizable access to all account data. This includes managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal vault storage archive, and a direct connection to your wealth manager and support team—all accessible conveniently from your handheld device.

Mayflower Advisors prioritizes client security and privacy by utilizing 128-bit encryption on the Mayflower App, ensuring the same level of protection as desktop transactions. The firm does not retain clients’ personal account information, and full account numbers are not displayed on mobile devices. Consequently, client account data remains safeguarded even in the event of a lost or stolen mobile device.

Note that only current Mayflower Advisors’ clients have authorization to utilize the Mayflower App.

  • Clients can contact their designated wealth manager for access and support.
  • Mayflower Advisors does not impose a fee for Mayflower App access; however, clients may be subject to third-party message/data rates.

About Mayflower Advisors: Established on a foundation of independence and innovation, Mayflower Advisors is an independent registered investment advisor specializing in private wealth management, retirement plan consulting, and foundation/endowment advisory services. Located in Boston, Massachusetts, the firm has engaged with three generations of clients to assist in achieving long-term financial objectives through adaptable and tailored planning solutions. Mayflower Advisors embodies a client-centric, entrepreneurial culture that emphasizes stability, accountability, and teamwork.

Learn more about the comprehensive array of financial life management solutions offered by visiting Mayflower Advisors.

Mayflower Financial Advisors, LLC (dba Mayflower Advisors, “Mayflower”) is an SEC registered investment adviser based in Boston, Massachusetts. Securities are offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services are provided by investment advisor representatives through Mayflower. Private Client Services and Mayflower are separate entities. For additional information about Mayflower, please visit their website at MayflowerAdvisors.com or consult the SEC’s website at adviserinfo.sec.gov.

Tổng quan

Mayflower Advisors là một Phần mềm miễn phí phần mềm trong danh mục Kinh doanh được phát triển bởi Mayflower Advisors.

Phiên bản mới nhất của Mayflower Advisors là 1.80, phát hành vào ngày 25/09/2024. Vào lúc đầu, nó đã được thêm vào cơ sở dữ liệu của chúng tôi trên 25/09/2024.

Mayflower Advisors đã chạy trên hệ điều hành sau: iOS.

Người sử dụng của Mayflower Advisors đánh giá xếp hạng 5 trong số 5 sao.

Ảnh chụp màn hình (Nhấn vào đây để xem hình lớn hơn)

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