Panorama Portal

Curran Wealth Management

Mayelana nalolu hlelo lokusebenza

Hlala ulawula izimali zakho nge-Panorama. Kwa-Curran Wealth Management umgomo wethu uwukunikeza amakhasimende ethu umbono ogcwele wenhlalakahle yawo yezezimali entendeni yesandla sawo. I-Panorama yenza ukuphatha imali kube lula ngekhono lokuxhuma hhayi kuphela ama-akhawunti akho otshalomali aphethwe yi-CWM, kodwa futhi nama-akhawunti akho angaphandle ukuze uthole ububanzi obugcwele bokusebenzisa kwakho imali, ukonga nokutshala imali.
I-Panorama ivumela amakhasimende ukuthi axhumanise ama-akhawunti angaphandle, afana nama-401(k)’s, ama-brokerage, ama-akhawunti okuhlola nawokulondoloza, ama-akhawunti ekhadi lesikweletu, kanye nempahla yendlu, imali mboleko yemoto nezinye izikweletu.
Amakhasimende e-CWM ayakwazi ukusebenzisa i-Panorama's Secure Document Vault ukuze abuyekeze imibiko yokusebenza kwekota, alondoloze amadokhumenti abalulekile, futhi abelane ngezitatimende zezimali neThimba lethu Lokuphathwa Kwengcebo Eyimfihlo ngokuchofoza inkinobho.
Uma ujabulela imininingwane, i-Panorama ihlukanisa i-akhawunti ngayinye yokutshalwa kwezimali ibe izindlela eziningana ezihlukene zokuhlanganisa isigaba sempahla (amasheya uma uqhathaniswa nokheshi/okulinganayo), isigaba sempahla (I-Large Cap, MidCap, Small Cap, Cash/equivalents) kanye nokubanjwa okuthile ngempahla ngayinye. ikilasi.
Umqondo wePanorama ulula. Sifuna ukwazi ukubona yonke imininingwane yakho yezezimali ngombono owodwa we-panoramic. I-Panorama isisiza ukuthi sifeze isithembiso sethu sokuchaza ikhwalithi ngokukunikeza isevisi yezezimali ebanzi eyenziwe ngendlela oyifisayo ngokwezidingo zakho.
Inqubo yokusetha nokusebenzisa uhlelo lokusebenza lwe-Panorama yakhelwe ukuthi ibe enembile. Nokho, siyaqonda ukuthi izinhlelo zokusebenza zingaba nzima ukuzulazula ngakho siyajabula ukukusiza isinyathelo ngesinyathelo ngenqubo.
Ulwazi olulapha lubhekwa njengolutholakala emithonjeni eyinkomba ethathwa njengethembekile, kodwa akukho ukumelwa noma iwaranti eyenziwe ngokunemba noma ukuphelela kwayo. Amanani angase ahlanganise imali engenayo enqwabelene futhi angase ahluke kumanani esitatimende sanyanga zonke. Ukubuyisela okubonisiwe kuyisamba sezinkokhelo. Ukusebenza okubonisiwe kungomlando kuphela. Ukusebenza kwangaphambilini akuqinisekisi imiphumela yesikhathi esizayo. Ngaphandle kwalapho kuboniswe ngenye indlela, izimbuyiselo zihlanganisa ukutshalwa kabusha kwezabelo zezabelo kanye nezinye izinzuzo. Akekho oxhumene ne-CIM, LLC ongaqinisekisa imiphumela yentela yanoma yikuphi ukuthengiselana. Lo mbiko ungase uhlanganise nezimpahla ezingagadiwe, uma zikhona.

Yini entsha

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes