Stifel Wealth Tracker

Stifel Financial Corp

Mayelana nalolu hlelo lokusebenza

Itholakala ngeselula, ithebhulethi, nanoma iyiphi ikhompuyutha, i-Stifel Wealth Tracker iyisevisi yamahhala enamandla eklanyelwe ukukunikeza umbono wesithombe esikhulu ngesimo sakho sezezimali ukuze ukwazi ukuhlela isifundo sekusasa lakho.

Buka ngokuphephile yonke imininingwane yakho yezezimali - ama-akhawunti akho otshalomali kanye nawomhlalaphansi, ama-akhawunti okuhlola nawokulondoloza, imali ebolekiwe, imali ebolekiwe yabafundi nezinye izikweletu, amakhadi esikweletu, nokunye - endaweni eyodwa.

Isofthiwe izolandelela ukubaluleka kwakho konke, iqaphe inqubekelaphambili yakho ekufezeni imigomo yakho, yenza ukuhlaziya okuningiliziwe kwephothifoliyo yakho yokutshalwa kwezimali, futhi ibonise ukwabiwa kwempahla nomkhakha wakho.

Ukwengeza, uhlelo lokusebenza lungakusiza uqonde kangcono ukutshalwa kwezimali kwakho ngokufinyelela imibiko yocwaningo evela ocwaningweni oluqashelwa kuzwelonke lwe-Stifel lokulingana kuzwelonke.

Okuhle kunakho konke, njengomsebenzisi we-Stifel Wealth Tracker, isevisi yomuntu siqu itholakala ngokuchofozwa nje - noma nini lapho unemibuzo noma udinga usizo, i-Stifel ingakuxhumanisa nomeluleki wezezimali endaweni yangakini.

Yini entsha

General updates and new feature enhancements.