Wealth Access Mobile 2.3.1

Wealth Access, Inc. is recognized as the top-ranked Online Advice Solution in the 2015 Financial Planning Technology Survey, reflecting its prominence within the industry. It offers a streamlined, comprehensive, and user-friendly platform for viewing personal financial data from anywhere at any time. Users can access up-to-date information on recent trades and transactions, current portfolio holdings, and have the capability to update details on the go. The platform’s dashboard provides daily updated data to facilitate trend analysis and cash flow management.

The platform employs Intelligent Aggregation technology, linking to over 20,000 financial institutions through multi-tiered data sources. This robust data aggregation engine consolidates all assets and liabilities into a single, secure platform, providing users with a holistic view of their financial standing.

Wealth Access utilizes permission-based technology, simplifying the process of sharing information with advisors. This collaborative approach enables clients to work closely with their advisors, ensuring continuous tracking of financial goals and facilitating real-time communication to manage financial matters effectively.

Setting up Wealth Access is straightforward; interested clients are encouraged to contact their wealth advisor to get started. The platform automatically organizes balance sheets and expenses, streamlining financial management processes.

Key features of Wealth Access include:

• Real-time portfolio visibility
• Simplified reporting and accessibility
• Availability from any location
• Support from a dedicated client service team for setup and onboarding
• Multi-generational wealth management views
• Integration with leading financial planning systems
• Secure digital document storage in a vault
• Sharing capabilities with bankers, accountants, lawyers, and family members

Please note that Wealth Access currently integrates with both U.S. and international financial institutions. All reporting is provided in local currencies.