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 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.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 STARTEDWealth 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 timeSimplified reporting and accessAccessible from anywhereClient service team to assist in aggregation set-up and onboardingMulti-generational wealth viewsFully integrated with the industry’s leading financial planning systemsAbility to store financial documents in a secure, digital vaultShareable with Bankers, Accountants, Lawyers and Family Members
Tri-Star Trust Wealth Access
