| 개발자: | Field & Main Bank (6) | ||
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| App Store | |||
기술
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 your assets and liabilities into one secure platform.
Wealth Access permissions-based technology makes it easy to share info with advisors. By collaborating with your advisor, you can ensure that you are 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 your balance sheet and organizes your expenses.
KEY WEALTH ACCESS FEATURES:
Wealth Access is the industry’s leading PFM (Personal Financial Management) 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 in local currencies
스크린샷
새로운 기능
- 버전: 1.0
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개발자
- Field & Main Bank
- 플랫폼: Android 앱 (3) iOS 앱 (3)
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- 포인트: 0 + 1,427 ¡
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당신은 또한 같은 수 있습니다
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- Field & Main Wealth
- iOS 앱: 금융 게시자: Field & Main Bank
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 2 (5.0) 버전: 2024.1.0802 Convenient and secure access to your trust and investment information wherever you are with Field & Main Wealth Mobile App. The app provides a snapshot of your total wealth, making it ... ⥯
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- Main Bank Mobile
- iOS 앱: 금융 게시자: Main Bank
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 26.7.3 Start banking wherever you are with Main Bank Mobile! Available to all Main Bank online banking customers. Your Main Bank Mobile app allows you to check balances, make transfers, pay ... ⥯
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- Main Street Mobile Banking
- iOS 앱: 금융 게시자: Main Street Bank (MA)
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 177 (4.8) 버전: 25.2.101.1 Easily access all of your accounts and features right at your fingertips with our mobile app. Manage your accounts, deposit checks, make transfers, pay bills and more! Manage Your ... ⥯
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- Main Impact FCU
- iOS 앱: 금융 게시자: Main Impact Federal Credit Union
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 30 (4.8) 버전: 25.1.30 Access your accounts when and where you want right in the palm of your hand. It s fast, secure and free access to your accounts anytime, anywhere. You have access to check your ... ⥯
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- Field Sync
- iOS 앱: 금융 게시자: DEH, LLC
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 2 (5.0) 버전: 1.0 Field Sync is an all-in-one field service management platform designed for trades of all kinds plumbers, electricians, cleaners, HVAC techs, and more. Here s a sneak peek at what Field ⥯
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- Main Street Home Loans
- iOS 앱: 금융 게시자: NFM Lending
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 1 (5.0) 버전: 24.11.001 Come Meet us on Main Street! We re committed to making the process of obtaining a home loan as easy as possible for you. We believe that mortgages are not one size fits all, and we ... ⥯
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- Prosper - Financial Planner
- iOS 앱: 금융 게시자: Paulo Jose Mendes Marques
- * 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 1.1.0 Take control of your financial future with Financial Planner, the ultimate personal finance simulator designed for privacy and long-term growth. Whether you are dreaming of Financial ... ⥯
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- TracFlo Field
- iOS 앱: 금융 게시자: TracFlo
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 1 (5.0) 버전: 6 TracFlo is a powerful platform designed to streamline financial management and reduce risks for construction teams. It minimizes financial liability on construction sites by: (1) ... ⥯
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- Invest & Prosper Financial
- iOS 앱: 금융 게시자: Excel Net Solutions Private Limited
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 1.5.7 Invest & Prosper Financial is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: ⥯
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- Grosvenor Field Agent App
- iOS 앱: 금융 게시자: Grosvenor Credit Management & Investigations Ltd
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 1.12.0 Description: Enabling GCMI field agents to manage their cases from the palm of their hand ⥯
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- My MSB Mobile
- iOS 앱: 금융 게시자: Main Street Bank Corp
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 19 (3.5) 버전: 5.0.43.95 Start banking wherever you are with My MSB Mobile for mobile banking! Available to all Main Street Bank consumer online banking customers. My MSB Mobile allows you to check balances, ... ⥯
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- OneMain
- iOS 앱: 금융 게시자: One Main Financial
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 46,769 (4.8) 버전: 10.18.1 Access the tools you need and all the best extras. Stay in control of your loan and keep tabs on your progress. An active OneMain account is required to use this app. To apply for a ... ⥯
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- MoneyPlanned
- iOS 앱: 금융 게시자: GSS Prosper Springs Private Limited
- * 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 4 (5.0) 버전: 6.00.01 MoneyPlanned makes it super easy for you to plan, execute, and track your financial goals; all at one place. Reach your goals faster and smarter and get up to 3x value for money. With ... ⥯
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- Cashmoov Agent
- iOS 앱: 금융 게시자: SOCIETE CASH MOOV-MAIN A MAIN
- 무료
- 목록: 0 + 0 순위: 0 리뷰: 0
- 포인트: 0 + 0 버전: 1.32 The Cashmoov Agent application will allow you to easily carry out your customers' transactions and manage your account efficiently to earn commissions View your balance and transaction ⥯