Optimized for all mobile and tablet devices, Wealth Access provides an intuitive layout allowing you to access your information from anywhere. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update client information on the go.
Get to Market Quickly with our latest V3 portal which includes drag-and-drop functionality that looks at an investor's total wealth, balance sheet, cash flows, and asset allocation. This advanced portal includes customized report generation, a document vault, and alerts that notify investors if their asset allocation is no longer in balance, funds are transferred out of an account, or a deposit is made to an account. Advisors can also customize branding of the portal and use it to analyze their entire book of business. For advisors who already have some of these components, they can choose any of these elements as stand-alone tools.
Develop a personal balance sheet providing you with a true picture of your net worth, including a detailed breakdown of all of your assets and liabilities. Streamline the process of securing loans as well as facilitate discussions with other advisors through this powerful tool.
Wealth Access provides a convenient way for clients to see all of their transactions across all of their accounts via an innovative view into their cash inflows and outflows, providing a clear view into how those impact their overall financial situation. Transactions are automatically classified enabling clients to track averages and better understand trends to better budget and manage their expenses.