App is deprecated.Last check on May 2, 2024.
Description
Popular Private Client is making available to our Private Clients the Wealth Access Platform, a service of Wealth Access, Inc. The app provides a clear, complete and simple way for you to view your personal balance sheet online on your mobile device. Wealth Access' Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform. IT'S EASY TO GET STARTED Wealth Access is available by contacting your Private Banker at Popular Private Client. Wealth Access automatically organizes all of your balance sheet and organizes your expenses. KEY WEALTH ACCESS FEATURES: Wealth Access is the industry's leading personal financial management tool designed for high net worth clients that includes: View entire portfolio Simplified reporting and access Accessible from anywhere Client service team to assist in aggregation set-up and onboarding Multi-generational wealth views Fully integrated with the industry's leading financial planning systems Ability to store financial documents in a secure, digital vault Shareable with Bankers, Accountants, Lawyers and Family Members Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies. To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
Category Ranking
Review Breakdown
Screenshots
Download & Revenue
About
Bundle Id
com.wealthaccess.popularMin Os. Version
10Release Date
Fri, Jun 30, 2017Update Date
Thu, Dec 14, 2017Content Rating
Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
4.81MBHas Game Center
NoFamily Sharing
NoSupport Passbook
NoSupported Languages
EnglishWhat's New
version
2.1.0updated
6 years agoFingerprint + Face Id Authentication (Log in and select remember me) iPhone X compatibility Improve ability to open documents
Newsletter
Subscribe our newsletter and get useful information every week.
Publisher's Other Apps
Other Finance Apps
Similar Apps
Stay Ahead of the Market with StoreSpy
Start NowNever miss opportunities
Watch your competitors closely
Start boosting your app right away