| 开发人员: | Wealth Access (6) | ||
| 价格: | 免费 | ||
| 排名: | 0 | ||
| 评价: | 0 我要评价 | ||
| 列表: | 0 + 0 | ||
| 积分: | 0 + 0 ¡ | ||
| App Store | |||
说明
This permissions-based technology makes it easy to share info with your client advisor. By working with your client advisor you can ensure that you're always tracking your financial information. Have real time conversations with your client advisor to manage your financial life.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your Avalon client advisor today.
Wealth Access automatically organizes your balance sheet and organizes all of your expenses.
KEY WEALTH ACCESS FEATURES:
Wealth Access is designed for ultra-high net worth and high net worth clients and 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
- 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.
To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf
屏幕截图
新版变化
- 版本: 2.1
- 已更新:
- Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents
价格
- 今天: 免费
- 最小值: 免费
- 最大值: 免费
可选
开发人员
- Wealth Access
- 平台: iOS 应用 (6)
- 列表: 0 + 0
- 积分: 0 + 6 ¡
- 排名: 0
- 评价: 0
- 折扣: 0
- 视频: 0
- RSS: 订阅
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其他信息
- 版本: 2.1
- ID: com.wealthaccess.avalon
- 类别:
iOS 应用›财务 - 操作系统:
Apple Watch,iPad,iPhone,iOS 10 及更高版本 - 大小:
5 Mb - 支持的语言:
English - 内容分级:
4+ - App Store 评分:
0 - 已更新:
- 发布日期:
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