FBMM 1.1

The FBMM Business Management dashboard offers a comprehensive and user-friendly interface that allows clients to monitor their financial balances and key information conveniently from any location at any time. Users can easily access recent account activities and transactions, review their current portfolio holdings, and update personal information while on the move. The platform features daily updated data, enabling clients to track trends and effectively manage their cash flow.

Getting started with Wealth Access is straightforward. Clients can begin the process by reaching out to their FBMM Business Manager.

• Key Features:
• Leading personal financial management (PFM) client portal tailored for FBMM clients.
• Simplified reporting and accessibility from any device.
• Dedicated client service team available for aggregation setup and onboarding assistance.
• Seamless integration with top financial planning systems in the industry.
• Secure digital vault for storing essential documents.
• Easy document sharing capabilities with bankers, accountants, lawyers, and family members.

Please note that FBMM currently supports connections to both US and international financial institutions, with all reporting provided in local currencies.