| 開發人員: | Wealth Access (6) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 2 (3.0) ¡ | ||
| App Store | |||
描述
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.
螢幕擷取畫面
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Wealth Access
- 平台: iOS 應用程式 (6)
- 清單: 0 + 0
- 點數: 0 + 6 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
0 ☹️
排名
0 ☹️
清單
0 ☹️
評測
成為第一個評論 🌟
其他資訊
聯絡人
http://www.wealthaccess.com你可能還喜歡
-
- TCV Trust & Wealth Management
- iOS 應用程式: 財經 由: Wealth Access
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (1.0) 版本: 2.4.0 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 ⥯
-
- Access Credit Union Mobile
- iOS 應用程式: 財經 由: Access Credit Union
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 178 (4.7) 版本: 25.1.31 Access Credit Union members are able to access their accounts wherever life may take them. Download the free Mobile App today to check balances, transfer funds, deposit checks, pay ... ⥯
-
- Wealth Safari
- iOS 應用程式: 財經 由: WEALTH SAFARI PRIVATE LIMITED
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 2.1.1 Wealth Safari 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: - Mutual ... ⥯
-
- Access Bank Mobile
- iOS 應用程式: 財經 由: Access Bank
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 517 (4.8) 版本: 25.1.30 Access Bank mobile is a free mobile banking app that provides secure, 24/7 account access. With Access Bank, you will be able to: -Check your account balances -View recent transactions ⥯
-
- Access CCU Mobile
- iOS 應用程式: 財經 由: Access Community Credit Union
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 528 (4.8) 版本: 25.1.30 Access Community Credit Union Mobile Banking allows you to access your accounts from a mobile device at any time. Our new and improved application has an enhanced user interface, ... ⥯
-
- Access of Louisiana FCU Mobile
- iOS 應用程式: 財經 由: Access Of Louisiana Federal Credit Union
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 5.0.0 Access your Access of Louisiana FCU Mobile accounts 24/7 from anywhere with Access of Louisiana FCU Mobile. It's Fast, Secure, and Free for all Access of Louisiana FCU members who are ... ⥯
-
- Access Bank Mozambique
- iOS 應用程式: 財經 由: Access Bank Mozambique, SA
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.44.4 Access Bank Mobile is here The Access Bank App is an innovative mobile payment application that offers a more than banking experience. The App is built to help our customers consummate ⥯
-
- Access Credit Union
- iOS 應用程式: 財經 由: ACCESS CU
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (5.0) 版本: 4.41.113 Access Credit Union (Bristol, PA) Mobile Banking allows you to check balances, view transaction history, transfer funds, and pay loans on the go! Features: - Check Balances - View ... ⥯
-
- Wealth Partners Alliance
- iOS 應用程式: 財經 由: Wealth Partners Alliance, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (4.2) 版本: 1.90.1 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 ... ⥯
-
- Wealth Without Wall Street
- iOS 應用程式: 財經 由: Wealth Without Wall Street
- * 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 1 + 30 (5.0) 版本: 8.234.58 Founded by Russ Morgan and Joey Mure, the Wealth Without Wall Street community is a place where we engage with one another around how to reach financial freedom without Wall Street. ... ⥯
-
- Wealth First Live
- iOS 應用程式: 財經 由: Wealth First Portfolio Managers Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.0.4 This application helps you to check your Portfolio valuation , Summary of Investment report with Absolute and XIRR return and Last 10 Transactions & Dividend while on the move on your ... ⥯
-
- Wealth Personal
- iOS 應用程式: 財經 由: Wealth Personal
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.9.0 This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, ... ⥯
-
- Wealth NW
- iOS 應用程式: 財經 由: Wealth Advisors Northwest LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 5.19.0 The Wealth Advisors Northwest app allows you to view account information, balances and easily connect with your advisor. ⥯
-
- Access FCU Mobile Banking
- iOS 應用程式: 財經 由: Access Federal Credit Union
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1,179 (4.8) 版本: 2025.7.2.1 Start banking wherever you are with Access Federal Credit Union Mobile Banking for iPhone and iPad! Available to all AFCU online banking customers, Access FCU Mobile Banking allows you ⥯