Servicios Bancarios

La complejidad y la necesidad de supervisión se incrementan a medida que crece el patrimonio. El aumento de los activos conlleva más cuentas, inversiones, facturas para pagar y estados de cuenta para administrar. Corestone Account® es una cuenta de gestión de activos flexible, diseñaba para simplificar su vida al permitirle manejar todas sus actividades financieras diarias, como movimiento de cheques, inversiones, pagos de facturas y mucho más, todo en un solo lugar.

Corestone combina casi todos los aspectos de sus finanzas para ahorrarle tiempo y simplificar la administración de sus activos. Además, el cliente tiene acceso a un estado de cuenta integral que proporciona un panorama completo de su cartera para que tenga mayor control de sus finanzas.

Corestone es una solución de gran impacto para administrar sus finanzas y tiene cuatro planes diferentes, cada uno de ellos tiene sus propias características y beneficios. Su asesor puede ayudarlo a tomar la decisión correcta para satisfacer sus necesidades.

Si desea comprar nuestra oferta con la de otras instituciones financieras, por favor consulte los folletos de abajo:

Corestone® Client Brochure

BillSuite® Brochure

EasyPay® Brochure

BNY Research and Commentary

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