Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
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<span=”color:#0e2550″>Nashville – Feb. 25, 2013— Compiling an accurate and up to date balance sheet is difficult for high net worth (HNW) investors who have holdings spread across multiple institutions and advisors. The process is equally challenging for HNW advisors who are tasked every day with managing the investment strategy, organizational structure and estate planning requirements of their clients.

Wealth Access has released its next-generation platform for HNW investors and their trusted advisors. The Wealth Access Estate Platform turns what was once a complex and time consuming endeavor into a simple and complete view of an investor’s net worth.

The Wealth Access Estate Platform Version 2.0 was designed specifically for HNW and ultra high net worth individuals, multi-generational wealth families and their trusted advisors. Based on a simple, flat pricing model, Wealth Access members are provided concierge-level support in loading their entire balance sheet into the platform, taking the headache out of organizing complicated, dynamic investment portfolios.

“The next evolution of our Estate platform is a simple, elegant and robust portal for family offices and their high net worth clients to track all assets, liabilities and private investments of the estate with one username and password,” said David Benskin, founder and chief executive officer, Wealth Access. “We continue to listen to our clients and add features to improve collaboration between members and advisors, while also improving overall estate visibility.”

The Wealth Access Estate platform can be accessed from any device and provides segmented reporting via entity dashboards. This enables the member to examine each entity within his or her estate independently, including performance and holdings with the click of a button. The platform is also the first in the industry to link liabilities to private investments, a key metric when measuring capital commitments. The platform’s other key features include:

  • One username and password to access all accounts
  • Concierge service to assist with account setup and ongoing support
  • Entity and Estate dashboards to view account details
  • Easy export of data to excel
  • Bank level security with 256-bit encryption
  • Custom alerts across all account activity

“The one underlying goal of Wealth Access is to make it easier for our HNW clients to assimilate critical information quickly and make the important decisions for their families,” continued David Benskin.

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