App is deprecated.Last check on May 3, 2024.
Description
For Tranquility Partners Clients: “From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time “. 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. By working with your advisors at Tranquility Partners you can ensure that you’re always tracking your financial goals. KEY FEATURES: Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: 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 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.
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About
Bundle Id
com.wealthaccess.tranquilitypartnersMin Os. Version
10Release Date
Fri, Jun 10, 2016Update Date
Fri, Dec 8, 2017Content Rating
Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
4.77MBHas Game Center
NoFamily Sharing
NoSupport Passbook
NoSupported Languages
EnglishWhat's New
version
2.1updated
6 years agoFingerprint + Face Id Authentication (Log in and select remember me) iPhone X compatibility Improve ability to open documents
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