Adera Private Wealth — ASO

By Wealthica Financial Technology Inc. on AppTrack Ninja.

Your Finances in One Place

The Adera Private Wealth app gives our clients a simple and secure way to view their financial picture in one place. View the investment accounts you hold with Adera Private Wealth and connect other financial accounts to create a more complete picture of your finances. This can include bank accounts, mortgages, group retirement plans, and personally held investment accounts. With the Adera Private Wealth app, you can: • View your Adera Private Wealth investment accounts and portfolio information • Connect accounts held at other financial institutions • Include bank accounts, mortgages, retire…

Categories: Finance

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