About LMB Wealth Access
LMB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings...
LMB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The LMB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
LMB Wealth Access’ Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
LMB Wealth Access’ permissions-based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
LMB Wealth Access is available by contacting your wealth advisor today.
LMB Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY LMB WEALTH ACCESS FEATURES:
LMB Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that LMB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how LMB Wealth Access protects your privacy, please visit https://simmonsbank.com/privacy-security/privacy-policy
Feb 19, 2020
Version 2.1.4
Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.
Previous Versions
Here you can find the changelog of LMB Wealth Access since it was posted on our website on 2016-12-25 10:39:03.
The latest version is 2.1.4 and it was updated on 2024-04-22 22:43:13. See below the changes in each version.
LMB Wealth Access version 2.1.4
Updated At: 2020-02-19
Changes: Feb 19, 2020 Version 2.1.4
Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.
LMB Wealth Access version 1.0
Updated At: 2016-07-08
LMB Wealth Access version 2.1.4
Updated At: 1970-01-01
Changes: 2020年2月19日 Version 2.1.4
Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.
Disclaimer
Official App Store Link
We do not host LMB Wealth Access on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for LMB Wealth Access is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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