PNC Investments has introduced PNC Total Insight, a suite of online and mobile financial management tools combined with personal investment guidance and dedicated customer support.
"PNC Total Insight goes beyond an online investment platform," said Rich Guerrini, president and CEO, PNC Investments. "Individual advice from PNC Investments advisers augments Total Insight’s analytical tools, empowering clients to make the best decisions for their financial future."
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With PNC Total Insight, clients can choose to meet their PNC Investments advisor at the bank branch or through PNC’s Advisor Direct 800 number to receive customized financial planning. And with PNC Total Insight the client must enroll in PNC Virtual Wallet® with Performance Select, so clients have access to Total Insight Customer Care Team, a dedicated support team committed to helping them meet their banking needs.
The suite of online tools features a virtual dashboard that displays clear and easy to understand information. Clients, who must have at least $50,000 in a non-qualified investment account, can monitor asset allocation, track rates of return over specified times, review portfolio performance, and view information about their accounts assets and liabilities all in one place.
"The combined view of investing and banking enables clients to move credit card cash rewards from the PNC Bank accounts into a brokerage account and make easy online and mobile transfers," Guerrini said.
Clients can aggregate all of their accounts, assets and liabilities including those held with outside institutions, including their 401(k).
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By GlobalDataUsing the latest available technologies, clients can access PNC Total Insight via tablets run on Apple or Android systems or on a mobile phone browser. App versions for iPhone and Android are also available.
