Clients Get Enhanced View of Assets and Net Worth with New PNC Wealth Insight®
Responding to clients' expectations for daily access to financial performance and an aggregated view of their net worth, PNC Wealth Management® has introduced PNC Wealth Insight as a comprehensive online money management resource.
A 2010-11 PNC Wealth and Values Survey found that 74 percent of wealthy individuals said they want "greater transparency" from financial institutions, while 77 percent said information and technology integration has helped manage their investments better.
PNC Wealth Insight is a virtual dashboard that displays information in a way that is clear and easy to understand. Clients can review their entire portfolio in seconds, or they can dive much deeper, if they want and they see what advisors see about their accounts, with the goal of enhancing their conversations and relationships.