After nearly three years of research and development, PNC Wealth Management has rolled out a new tool that allows clients and advisors to watch and manage investments online. Called PNC Wealth Insight, it updates holdings daily, and aggregates all of a client's portfolios in one place.
The Pittsburgh-based bank describes the tool as a "virtual dashboard" that displays financial information in a clear, easy-to-understand way. Clients and advisors can get a broad overview of their entire portfolios in seconds, or drill down, analyzing their holdings in a variety of ways.
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