| Entwickler: | Stock Yards Bank and Trust Company (2) | ||
| Preis: | Kostenlos | ||
| Klassifizierungen: | 0 | ||
| Rezensionen: | 0 Rezension schreiben | ||
| Listen: | 0 + 0 | ||
| Punkte: | 0 + 3 ¡ | ||
| Punkte + 1 | |||
Beschreibung
Stock Yards Wealth Management - 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.
Stock Yards Wealth Management - 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
Stock Yards Wealth Management - Wealth Access is available by contacting your wealth advisor today.
Stock Yards Wealth Management - Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY WEALTH ACCESS FEATURES:
Stock Yards Wealth Management - 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
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 Stock Yards Wealth Management - Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Screenshots
Neue Funktionen
- Version: 1.0
- Aktualisiert:
Preis
- Heute: Kostenlos
- Mindestens: Kostenlos
- Maximale: Kostenlos
Preise beobachten
Entwickler
- Stock Yards Bank and Trust Company
- Plattformen: iOS Apps (2)
- Listen: 0 + 0
- Punkte: 0 + 1,731 ¡
- Klassifizierungen: 0
- Rezensionen: 0
- Rabatte: 0
- Videos: 0
- RSS: Abonnieren
Punkte
Nicht gefunden ☹️
Klassifizierungen
Nicht gefunden ☹️
Listen
Nicht gefunden ☹️
Rezensionen
Schreiben Sie die erste Bewertung!
Weitere informationen
- Kategorie:
iOS Apps›Finanzen - Betriebssysteme:
Apple Watch,iPad,iPhone,iOS 10 oder höher - Größe:
3 Mb - Unterstützte Sprachen:
English - Altersfreigabe:
4+ - App Store Bewertung:
5.0(3) - Aktualisiert:
- Veröffentlichungsdatum:
Kontakte
- Webseite:
https://syb.com/
Das könnte Ihnen auch gefallen
-
- Stock Yards Bank Mobile
- iOS Apps: Finanzen Von: Stock Yards Bank and Trust Company
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 1,728 Version: 6.0.5900 Our Mobile Banking application allows you to check balances, transfer funds, view transactions and check messages from anywhere, anytime. It s fast, free and available to all of our ...
-
- Round Table Wealth Management
- iOS Apps: Finanzen Von: Round Table Wealth Management
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 2.0.1200706 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ...
-
- Ascent Wealth Management Group
- iOS Apps: Finanzen Von: Ascent Wealth Management Group, LLC
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 1.78 The Ascent Wealth Management Group, LLC cell phone application enables authorized clients to access their portfolios/accounts information in a simple, elegant interface. Requirements: ...
-
- Legacy Wealth Management Group
- iOS Apps: Finanzen Von: Legacy Wealth Management Group, Inc
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 1.78 The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts ...
-
- SGH Wealth Management
- iOS Apps: Finanzen Von: SGH Wealth Management
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 7 Version: 2.0.1190646 SGH Wealth Management provides its clients with next-generation portfolio reporting to help you effortlessly monitor your investments and overall financial picture. Your financial ...
-
- Victory Wealth Management LLC
- iOS Apps: Finanzen Von: Victory Wealth Management, LLC
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 1.78 The Victory Wealth Management App is the only thing you need to access your financial accounts, see the latest activity in the markets or your portfolio and contact your Advisor.
-
- Ogorek Wealth Management, LLC
- iOS Apps: Finanzen Von: Ogorek Wealth Management, LLC
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 2.0.1071764 See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, ...
-
- Empirical Wealth Management
- iOS Apps: Finanzen Von: Empirical Wealth Management
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 3 Version: 2.0.1191176 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ...
-
- Chicago Wealth Management, Inc
- iOS Apps: Finanzen Von: Chicago Wealth Management, Inc
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 2 Version: 2.0.1169834 This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more all in a secure and easy to use mobile app. TOP ...
-
- Stock Alert - Market alarm
- iOS Apps: Finanzen Von: Stock Alert ApS
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 1 + 795 Version: 4.4 Track your stocks in real-time and get our automated intelligent alarms, or tell us your specific targets to set your own custom alarms. Once added, our engine monitors your assets ...
-
- Stock Events Market Tracker
- iOS Apps: Finanzen Von: Stock Events GmbH
- Kostenlos
- Listen: 0 + 1 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 1,223 Version: 9.7.3 Stock Events is the only global portfolio tracker and dividend tracker with an accurate intraday chart over all your investments. Get the most detailed and complete dividend and ...
-
- A-Finance: Wealth Management
- iOS Apps: Finanzen Von: Aleh Ryzheuski
- * Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 1 + 38 Version: 1.3.3 Tired of endlessly switching between apps and websites to manage your accounts? Simplify your financial world with A-Finance and forget the chaos of multiple banking apps and web ...
-
- Wealth Partners Alliance
- iOS Apps: Finanzen Von: Wealth Partners Alliance, LLC
- Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 3 Version: 1.78 The Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a ...
-
- Stock Alarm - Alerts, Tracker
- iOS Apps: Finanzen Von: Stock Alarm, LLC
- * Kostenlos
- Listen: 0 + 0 Klassifizierungen: 0 Rezensionen: 0
- Punkte: 0 + 6,544 Version: 7.2.2 The ultimate stock market alerting app that will push, text, call, or email you when your stock or crypto alert triggers. Join thousands of users and never again settle for setting ...