Wealth Access Mobile 2.3.1
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Free Version
Publisher 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.
Oct 18, 2021
Version 2.3.1
Bug fixes.
About Wealth Access Mobile
Wealth Access Mobile is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Wealth Access Mobile is Wealth Access. The latest version released by its developer is 2.3.1.
To install Wealth Access Mobile on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2021-10-18 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealth Access Mobile as malware if the download link is broken.
How to install Wealth Access Mobile on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Wealth Access Mobile is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Wealth Access Mobile is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
