About Wealth Access
According to the 2015 Financial Planning Technology Survey, Wealth Access Inc. is the most popular digital platform, ranked #1 in the “Online Advice Solution”.
The App provides you with a holistic view of your overall net worth via a single password to a customizable dashboard that pulls together all of your accounts and updates them on a daily basis via our powerful account aggregation engines. You can easily track trends and manage your cash flow or view your entire 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.
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.
Designed for High Net Worth Clients, Key Wealth Access Features include:
· Automatic organization of your balance sheet expenses
· View entire portfolio in real time, including the most recent trades and transactions
· 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
It’s Easy to Get Started!
· Wealth Access is available by contacting your wealth advisor today.
· Includes a client service team to assist in aggregation set-up and onboarding
Please Note:
• To learn how Wealth Access protects your privacy, visit http://www.wealthaccess.com/wp-content/uploads/2015/11/Privacy-Policy.pdf”
• Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.