مطوّر البرامج: Wealth Access Mobile (1)
السعر: مجاني
لتصنيفات: 0 
المراجعات: 0 أكتب مراجعة
قوائم: 0 + 0
النقاط: 0 + 0 ¡
Google Play

الوصف

Wealth Access
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.
مزيد ↓
Ad

لقطات

#1. Wealth Access (Android) بواسطة: Wealth Access Mobile
#2. Wealth Access (Android) بواسطة: Wealth Access Mobile
#3. Wealth Access (Android) بواسطة: Wealth Access Mobile
#4. Wealth Access (Android) بواسطة: Wealth Access Mobile
#5. Wealth Access (Android) بواسطة: Wealth Access Mobile
#6. Wealth Access (Android) بواسطة: Wealth Access Mobile
#7. Wealth Access (Android) بواسطة: Wealth Access Mobile
#8. Wealth Access (Android) بواسطة: Wealth Access Mobile
#9. Wealth Access (Android) بواسطة: Wealth Access Mobile
#10. Wealth Access (Android) بواسطة: Wealth Access Mobile

الميزات الجديدة

  • الإصدار: 3.0.0
  • تم التحديث:

السعر

  • اليوم: مجاني
  • الحد الأدنى: مجاني
  • الحد الأقصى: مجاني
تتبّع الأسعار
Ad

مطوّر البرامج

النقاط

0 ☹️

لتصنيفات

0 ☹️

قوائم

0 ☹️
  • Wealth Access

المراجعات

كن الأول لمراجعة هذا المنتج 🌟

معلومات إضافية

جهات الاتصال

Wealth AccessWealth Access عنوان URL مختصر: تم النسخ!
  • 🌟 مشاركة
  • Google Play

قد يعجبك ايضا

    • Access CU
    • Android تطبيقات: شؤون مالية  بواسطة: Access Credit Union Limited
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 828 (3.3)  الإصدار: 19.3.1   Manage your finances from anywhere with our secure, easy-to-use mobile app. Features include: - Deposit cheques and stop cheques remotely - Open new accounts and assign custom names - ...
        ⥯ 
    • Access Buddy
    • Android تطبيقات: شؤون مالية  بواسطة: Access Pensions Limited
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 2.0.52   Your RSA at your fingertips! Access Buddy gives you real-time access to your Retirement Savings Account anywhere and anytime. Access Pensions is providing a future shaping experience ...
        ⥯ 
    • Access Bank Sierra Leone
    • Android تطبيقات: شؤون مالية  بواسطة: Access Bank (SL) Ltd
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 2.0.2   Welcome to the Access Bank Sierra Leone Mobile Banking App! This Mobile Banking app gives you real time access to your account(s) in Access Bank Sierra Leone. All account holders of ...
        ⥯ 
    • Access CU Bristol
    • Android تطبيقات: شؤون مالية  بواسطة: Access Credit Union
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 26.1.1   Easily manage your internet banking with the Access Credit Union mobile app. This app was designed to flow easier and look better than ever. Check your balances on the go with a simple
        ⥯ 
  • جديد
    • Wealth Portal
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth Portal
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 0.2.3   Wealth Portal gives you a complete picture of all your family s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and
        ⥯ 
    • Access Wealth
    • Android تطبيقات: شؤون مالية  بواسطة: Access Technologies Opco Ltd
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 2.5.0   Access Wealth empowers sophisticated investors by seamlessly combining curated investment opportunities, community-driven insights, and cutting-edge technology into one integrated ...
        ⥯ 
    • Wealth Wallet
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth Wallet Aus
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 5.2.4.20250822   Wealth Wallet is an online, personal financial management tool that brings together all of your information, from multiple accounts and different locations, giving you one easy-to-use ...
        ⥯ 
    • Wealth Safari
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth Safari
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 151.1.6   Wealth Safari is a state of the art investment & insurance portfolio management App for customers With Wealth Safari App, you can get several views of your portfolio which will not ...
        ⥯ 
    • Wealth Raised To N
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth Raised To N
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 1.0.5   Wealth Raised To N is your all-in-one investment solution, meticulously crafted to meet the diverse needs of every investor. Our platform offers a comprehensive range of advanced ...
        ⥯ 
    • Wealth Artist
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth Artist Financial Services LLP
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 1.0.4   Wealth Artist is your digital destination for Mutual Fund investments, offering expert financial guidance and precision portfolio allocation. Our platform empowers you with online ...
        ⥯ 
    • Wealth Trade
    • Android تطبيقات: شؤون مالية  بواسطة: Wealth-Traders
    • مجاني  
    • قوائم: 0 + 0  لتصنيفات: 0  المراجعات: 0
    • النقاط: 0 + 0  الإصدار: 1.0   Wealth Trade is a global award-winning Contract for Difference (CFD) trading platform offering over 250+ tradable underlying assets in Forex, shares, indices, precious metals, and ...
        ⥯ 

قد يعجبك ايضا

عوامل تشغيل البحث التي يمكن استخدامها مع AppAgg
إضافة إلى AppAgg
AppAgg
ابدأ بإنشاء حساب - انه مجاني.
تسجيل
تسجيل الدخول