The Copper Leaf Financial wealth portal app provides clients with mobile access to your investment accounts and complete financial picture 24/7 and allows you to interact with your financial advisor
Copper Leaf Financial
What is it about?
The Copper Leaf Financial wealth portal app provides clients with mobile access to your investment accounts and complete financial picture 24/7 and allows you to interact with your financial advisor. Stay connected whenever and wherever you are through the Copper Leaf wealth portal. From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: A clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
App Screenshots
App Store Description
The Copper Leaf Financial wealth portal app provides clients with mobile access to your investment accounts and complete financial picture 24/7 and allows you to interact with your financial advisor. Stay connected whenever and wherever you are through the Copper Leaf wealth portal. From Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: A clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Our 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.
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