Description
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 anytime. 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’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life. IT’S EASY TO GET STARTED Wealth Access is available by contacting your wealth advisor today. Wealth Access automatically organizes all of your balance sheet and organizes your expenses. KEY WEALTH ACCESS 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 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.
Category Ranking
Review Breakdown
Screenshots
Reviews
Doesn't work
Says to contact support to enable app. Click on support button and nothing happens. Worthless.
Luke from MplsWed, Jun 7, 2017
United States
Great app, would highly recommend
Wonderful
RiderhomiMon, Aug 15, 2016
United States
Download & Revenue
About
Bundle Id
com.wealthaccess.mobileMin Os. Version
14.0Release Date
Sat, Apr 2, 2016Update Date
Mon, Oct 18, 2021Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
1.07MBHas Game Center
NoFamily Sharing
NoSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
2.3.1updated
2 years agoBug fixes.
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