See All the Latest Software Updates Happening at Wealth Access

We’re excited to let you know that new Wealth Access software updates are released today. Here are the enhancements you can now enjoy.

We are bringing an exciting enhancement to our Native Mobile App. You can now use either fingerprint or facial recognition to access your firm’s app. Facial recognition security requires a compatible iPhone X.

Financial Team & Contacts – You can now migrate and add more than one contact at a time.

Investor Invitation Enhancements – We’re making inviting clients AND prospects customizable and easier. Now you can edit the salutation and signature and also preview your message in real-time.

Trading Activity chart – This update is based on direct client feedback we’ve received. You can now view a bar chart of categories in trading activity.

Override CUSIP diversification for a single holding – Set your own custom allocation of individual positions.

In addition to all our other updates, we have some specific Cash Flow enhancements we’ve released:

  • Improved keyboard support for editing transactions inline in the grid
  • Toolbar stays visible as you scroll
  • Added option to group transactions in overview screen

We hope you’re enjoying your new, enhanced Wealth Access experience. If you have any questions, please click here to get in touch with our support team.

More Insights

Product Spotlight: Wealth Insights

Product Spotlight: Wealth Insights

Wealth Insights is centered around proactively identifying opportunities, trends, and risks across your client base by applying business intelligence techniques across clients’ account data, login activity, and profile information. Advisors have access to Wealth...

What Does the Wealth Access Investor Portal Look Like?

What Does the Wealth Access Investor Portal Look Like?

High net worth investors bring an expectation that their advisors will provide them with deep insights, more frequent communication and instant access to their financial information. They may be risk-averse or aggressive investors, and want to know that their advisor...

    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link