CWM Portal
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info
Mayelana nalolu hlelo lokusebenza
Lolu hlelo lokusebenza likuvumela ukuthi ubuke isithombe sakho esiphelele sezezimali neColumbus Wealth Management. Uhlelo lwakho Lwezezimali, I-Net Worth, Idatha Yokusebenza, I-Document Vault nokuningi konke kutholakala kalula kulolu hlelo lokusebenza. Itholakala e-Columbus, e-Ohio, i-Columbus Wealth Management yakhiwe ngobuchwepheshe obuhamba phambili embonini futhi inikeza izinsiza ezigcwele zokuHlelwa Kwezezimali kanye Nokuphathwa Kwephothifoliyo kumakhasimende ezweni lonke. Uma ungelona iklayenti lamanje, kodwa unentshisekelo ezinsizeni esizihlinzekayo, sicela ufunde kabanzi kuwebhusayithi yethu ethi www.cbuswm.com.
Kubuyekezwe ngo-
Ukuphepha kuqala ngokuqonda ukuthi onjiniyela baqoqa futhi babelane kanjani ngedatha yakho. Ubumfihlo bedatha nezinqubo zokuphepha zingahluka kuye ngokusebenzisa kwakho, isifunda, nobudala. Unjiniyela unikeze lolu lwazi futhi angalubuyekeza ngokuhamba kwesikhathi.
Yini entsha
- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes
Ukusekelwa kwe-app
Mayelana nonjiniyela
Columbus Wealth Management LLC
technology@cbuswm.com
825 N 4th St Unit 403
Columbus, OH 43215
United States
+1 937-776-4841