Description
From Wealth Access, Inc., the most popular digital platform that was 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 that is 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 information with advisors. By working with your advisor you can ensure that you're always tracking your financial goals. 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: 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 that can be shared 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 http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf
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About
Bundle Id
com.wealthaccess.westwoodMin Os. Version
10Release Date
Fri, Jun 9, 2017Update Date
Sat, Dec 9, 2017Content Rating
Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
5.16MBHas 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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