RubinBrown

RubinBrown Wealth Advisors is powered by Wealth Access, Inc., the digital platform ranked #1 for Online Advice Solution in the 2015 Financial Planning Technology Survey. Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. With a single sign-on, you can see the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go.  The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow. 
  
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. 
  
Wealth Access is available by contacting RubinBrown Wealth Advisors today. 
  
KEY FEATURES 
Designed with high net worth individuals in mind, key features include: 
Automatically organize balance sheets and expenses 
View entire portfolio in real time 
Simplified reporting and access 
Accessible from anywhere 
Multi-generational wealth views 
Fully integrated with the industry's leading financial planning systems 
Ability to store financial documents in a secure, digital vault 
Permissions based technology makes it easy to share info with bankers, accountants, attorneys and family members 
  
Please note that Wealth Access currently connects to U.S. and international financial institutions.  All reporting will be in local currencies. 
  
To learn how Wealth Access protects your privacy, please visit 
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf