J.P. 摩根财富计划荣获智慧理财奖 真正的简单的，美国第一女性月刊.S.
财富的计划 collects fourth award in five months for helping make financial goals happen
J.P. 摩根财富管理公司 财富的计划 赢得了 真正的简单的 2023年金融知识类聪明理财奖, 获得了今年的第四个行业奖项. 真正的简单的 是美国报摊上销量第一的女性月刊.S. and honors the best 新的应用程序, 账户 and services in personal finance.
财富的计划 is a free digital money coach that helps 追逐 customers plan, 为他们的目标储蓄和投资, 都在一个地方. 它为用户提供了自己财务状况的全面视图, 包括大通银行以外的账户, and allows them to set goals and get personalized step-by-step guidance to help reach them. 财富的计划 users can also schedule a video meeting and work with a J.P. 摩根顾问就在大通移动应用里.
“研究表明，女性倾向于长期投资, and 财富的计划 makes it simple to create a financial roadmap – from buying a dream home, 组建家庭或提前退休,克里斯汀·莱姆考说, J首席执行官.P. 摩根财富管理. “财富的计划 is helping to make women’s lives easier, and I’m proud that this award recognizes that.”
Women are expected to inherit a large portion of the $30 trillion from baby boomers in the coming years, 根据麦肯锡.
财富的计划 launched in December 2022 and continues to earn recognition for helping people make smarter money decisions. 3月以来, 财富的计划 was 名字d Best Personal Finance Product in the 2023 FinTech Breakthrough 奖, and Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA 奖.
“财富计划让人们更容易规划未来, 无论是与顾问合作还是自己做,萨姆·帕尔默说, J.P. 摩根财富管理. “We’ve created a tool that helps people overcome behavioral roadblocks, gain a full understanding of their financial situation and take real steps towards their goals.”
J.P. 摩根财富管理 also ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D. 功率2022 U.S. 财富管理数码体验研究.
All 追逐 customers can access 财富的计划 for free by clicking on the ‘Plan & 在追逐 Mobile应用程序或追逐上的track '选项卡.com.
欲知更多有关财富计划的资料，请浏览 www.12bet官方.com/wealthplan
真正的简单的的第五届年度聪明理财大奖揭晓了最佳理财产品, 新的应用程序, 账户, 以及帮助你管理财务的服务. 在这里查看完整的获奖名单: RealSimple.com/SmartMoney奖
关于J.P. 摩根财富管理
J.P. 摩根财富管理公司是美国最大的财富管理公司.S. 12bet官方的财富管理业务 & Co.是一家全球领先的金融服务公司，资产为3亿美元.9万亿美元，业务遍及全球. J.P. 摩根财富管理 has ~5,100 advisors and ~$893 billion of assets under supervision. 客户可以选择他们想投资的方式和地点. 他们可以用数字方式来做, 远程, or in person by meeting with an advisor in one of our more than 4,全美共有700家大通分行.S.，或在我们的30个办事处之一. 有关更多信息，请访问 www.12bet官方.com/wealth 并遵循 @JPMWealth 在推特和 J.P. 摩根财富管理 在LinkedIn.
关于 真正的简单的 2023年Smart Money大奖
REAL SIMPLE's fifth-annual Smart Money 奖 reveal the best 新的应用程序, 账户, 以及帮助你管理财务的服务. Selected by an independent panel of personal finance pros and REAL SIMPLE editors, 这38款获奖产品帮助人们积累了一笔储备金, 买房, 或者最大化你的信用卡积分. From financial literacy and investments to real estate and retirement, the eight categories span all ages and stages of personal finance. The 2023年Smart Money大奖 are featured in the September 2023 issue, 将于8月18日发售，完整的获奖名单可在 RealSimple.com/SmartMoney奖.
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IMPORTANT: The projections or other information generated by 财富的计划 regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. 结果可能随每次使用和时间而变化.
真正的简单的’s Smart Money 奖 winners (Published 14 August 2023) are selected by an independent panel of judges who evaluated the nominations based on innovation and relevance to 真正的简单的 readers. Fee paid to publisher for licensing use of materials after awards announced. 研究于2023年3月至2023年6月进行. 欲了解更多信息，请访问: http://www.realsimple.com/smart-money-awards-2023-7560855
Banking Tech USA 奖 winners (Published 1 June 2023) are selected by a panel of judges who evaluated the nominations based on criteria including their results and impact. 提名费用在提交时支付给主办单位. 研究于2023年3月23日至2023年4月24日进行. 欲了解更多信息，请访问: http://informaconnect.com/banking-tech-awards-usa/nomination-guidelines/
金融科技突破奖得奖者(2023年3月23日公布). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, 包括产品功能, 易用性, 技术创新和影响. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. 只有不到10%的候选人获得了奖励. The FinTech Breakthrough 奖 do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. 研究时间为2022年10月1日至2023年1月11日 . 欲了解更多信息，请访问 http://fintechbreakthrough.com/judging-process/
J.P. 摩根财富管理公司在J.D. 功率2022 U.S. 财富管理数字体验研究, which measures satisfaction with wealth management websites and mobile apps (Published 22 November 2022). The independent study was conducted between June – August 2022 and is based on responses from 6,375名全方位服务和自主投资者, 被评估的公司不需要支付参与费用. The ranking shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. 每个客户的体验可能各不相同. License fee paid to publisher for use in promotional materials. 访问 jdpower的.com/awards 欲知详情.
J.P. 摩根财富管理是12bet官方的一项业务 & Co.该公司提供投资产品和服务 J.P. 摩根证券有限责任公司 (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through 追逐 Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as 追逐 Insurance Agency Services, Inc. 在佛罗里达. Certain custody and other services are provided by 12bet官方 Bank, N.A. (部门). JPMS, CIA and JPMCB are affiliated companies under the common control of 12bet官方 & Co. 产品不在所有州提供.
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