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Westwood Trust

From Wealth Access, Inc

From Wealth Access, Inc

Westwood Trust

by Wealth Access
Westwood Trust
Westwood Trust
Westwood Trust

What is it about?

From Wealth Access, Inc., the most popular digital platform that was ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides 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 that is updated daily to track trends and manage your cash flow.

Westwood Trust

App Details

Version
2.1
Rating
NA
Size
5Mb
Genre
Finance
Last updated
December 9, 2017
Release date
June 9, 2017
More info

App Screenshots

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App Store Description

From Wealth Access, Inc., the most popular digital platform that was ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides 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 that is updated daily to track trends and manage your cash flow.
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 information with advisors. By working with your advisor you can ensure that you're always tracking your financial goals.
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:
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 that can be shared 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.
To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf

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