Wealth Manager
Introducing the Hancock Whitney Wealth Manager, a sophisticated online platform that puts monitoring and management of your financial future in your hands. This intuitive online platform helps you organize your financial life.
Working with Your Wealth Management Team
At Hancock Whitney, we have built a process to help you identify and establish your goals, assess where you are today, and plan for wherever life leads you.
The Wealth Manager extends access to that plan providing both you and your team with the ability to see a snapshot of the progress towards your goals.
Monitoring and Measuring Your Progress
Gone are the days of making assumptions based on siloed reports and waiting until the quarter ends to see how economic changes may have affected your returns. This is your plan, and ultimately you should know your progress at all times.
Select the financial accounts you’d like to connect to view current assets, liabilities, even your net worth - all in one place.
Planning for the Unexpected
We focus on your goals and what is important to you, but also address the unexpected and areas beyond your control. Within the Wealth Manager, see how changes might impact the progress toward your goals.
The Wealth Manager also provides space to store copies of important documents; allowing you to provide access to others.
Why Hancock Whitney? Your dreams can't wait.
