| 开发人员: | Wealth Access Mobile (1) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 评论: | 0 发表评论 | ||
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| Google Play | |||
说明
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.
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- Wealth Access Mobile
- 平台: Android 应用 (1)
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其他信息
- 版本: 3.0.0
- 类别:
Android 应用›财务 - 操作系统:
Android 5.1 - 大小:
22 Mb - 内容分级:
Everyone - Google Play 评分:
0 - 已更新:
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通讯录
https://www.wealthaccess.com/ «Wealth Access». 平台： Android. 类别： 财务. 开发商： «Wealth Access Mobile». 首次发布： . 最后更新： . 目前价格： 免费. 该条目尚未在 AppAgg 上获得评分或评论。 AppAgg 会跟踪 «Wealth Access»的价格历史、评分和用户反馈。 关注未来折扣和更新： RSS. AppAgg 不托管应用程序或分发软件。 所有商标、徽标和屏幕截图均属于其各自所有者。
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