UMB Total Wealth

This application is designed to provide users with a comprehensive overview of their investment accounts. It includes a dashboard that summarizes important information such as the total market value of their investments and how their money is allocated across different assets. This allows users to easily track the performance of their investments and make informed decisions about their portfolio.

The dashboard also includes graphical views that display the value of investments over time. This feature allows users to visualize the growth or decline of their investments and identify any patterns or trends. This can be especially useful for long-term investors who want to track the performance of their portfolio over a period of time.

In addition to the dashboard, the application also offers landscape views for a more detailed look at individual accounts. This allows users to drill down into specific investments and analyze their performance in more depth. This feature is particularly helpful for users who want to closely monitor the performance of certain assets or make adjustments to their portfolio.

In order to use this application, users must have access to the TotalWealth website. If they do not already have an account, they can contact their financial advisor for assistance with registering. This ensures that only authorized users have access to their investment information and helps to protect their sensitive financial data.

Overall, this application provides a user-friendly and convenient way for individuals to stay on top of their investments. With its comprehensive dashboard, graphical views, and landscape views, users can easily track the performance of their portfolio and make informed decisions about their financial future.