CAAS Wealth Access

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.