FBMM 1.1

Flood, Bumstead, McCready & McCarthy, Inc ❘ Freeware ❘
iOS
out of 4 votes

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.

Overview

FBMM is a Freeware software in the category Business developed by Flood, Bumstead, McCready & McCarthy, Inc.

The latest version of FBMM is 1.1, released on 12/28/2024. It was initially added to our database on 12/28/2024.

FBMM runs on the following operating systems: iOS.

Users of FBMM gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

AgilLink Mobile

Secure Bill Pay and Cloud Accounting The AgilLink Mobile App effectively streamlines invoice and transfer reviews, enabling users to manage financial workflows directly from their mobile devices.

Latest Version
1.1

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	Aronium Lite Aronium Lite: Streamlined Inventory Management Software
	FlashPrint Effortless 3D Printing with FlashPrint
	Industry Idle Build Your Business Empire in Industry Idle
	HP Color Laser Vibrant Printing at Your Fingertips
	Blue Jeans Seamless Video Conferencing Experience with Blue Jeans
	Fosfat Fosfat: A Revolutionary Tool for Data Visualization

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft OneDrive Streamline Your File Management with Microsoft OneDrive