Wealth Manager: A digital platform to keep your portfolio on track

Susan Grice, May 16, 2019

As people have become more digitally proficient in many aspects of their lives, they expect the same experience when it comes to managing their wealth. Financial services providers have responded by creating digital wealth management platforms to assist their clients with long-term financial planning.

 

Today, we are excited to introduce the Hancock Whitney Wealth Manager – an intuitive online platform that helps clients organize their financial lives.

 

This collaborative platform provides clients with a better understanding of their finances. It allows clients to track their personal net worth (including accounts outside of Hancock Whitney) and monitor their financial plan. At any point in time, clients will know where they are in relation to their goals, so they can quickly make adjustments to get back on track.

 

We invite you to explore all the features of this new and exciting platform detailed in the video below. If you are a current Wealth Management client, please contact your advisor to request access to HW Wealth Manager. If you are not a current client, we welcome the opportunity to help you develop a plan that helps you reach your financial goals and dreams.

 

 

 Explore the Wealth Manager

 

Investment products and services, such as brokerage, advisory accounts, annuities, and insurance are offered through Hancock Whitney Investment Services, Inc., a SEC registered broker/dealer, member FINRA/SIPC and an SEC-Registered Investment Advisor.

 

Hancock Whitney Bank offers other investment products, which may include asset management accounts as part of its Wealth Management Services.


Hancock Whitney Bank and Hancock Whitney Investment Services Inc. are both wholly owned subsidiaries of Hancock Whitney Corporation.

 

Investment and Insurance Products:
NO BANK GUARANTEE NOT A DEPOSIT MAY LOSE VALUE NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY