Rockefeller Digital vs Centered Insurance Partners

The Rockefeller Digital mobile application provides Rockefeller Global Family Office clients the ability to: - Access your account balances, holdings, and recent activity. - Deposit checks from anywhere using your mobile device. - Transfer funds between your accounts and accounts held at other financial institutions. - Pay bills. - Digitally authorize wire instructions. - Set up Touch ID® / Face ID® to securely login into your Rockefeller Digital account. - Securely send and receive files from your advisor with collaboration feature. - View and download statements, correspondence, tax documents, and trade confirmations.   IMPORTANT NOTES: - Users must have a valid Rockefeller Digital login account in order to use this application. - There is no charge to download the application, however you may be charged access fees by your wireless service provider while using the application. - Some features available on Rockefeller Digital web application are not available on the mobile application. - All product names, trademarks and registered trademarks are the property of their respective owners. - By downloading and using this app, you agree to the current terms and conditions and the privacy policy.

Centered Partners is a trusted, independent risk management and insurance advisory firm dedicated to helping individuals, families, and businesses protect their people, assets, and future. Centered Partners delivers tailored insurance strategies backed by expert guidance, thoughtful service, and a focus on long‑term relationships. Whether you’re looking for personal insurance or comprehensive corporate solutions, the team at Centered Partners works with multiple carriers to find coverage that fits your needs and goals. With the Centered Partners app, you can: • Access your insurance ID cards instantly • View and download policy documents and coverage details • Submit service requests directly to your advisor • Request certificates of insurance when needed • Report claims quickly and efficiently • Make secure premium payments • Contact your Centered Partners team with one tap Everything you need is organized in one secure platform designed to simplify your insurance experience and help you stay in control of your coverage.