Avalon Advisors
Finance
Free · Designed for iPad
Avalon Advisors, LLC offers Wealth Access' Intelligent Aggregation which 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.
This permissions-based technology makes it easy to share info with your client advisor. By working with your client advisor you can ensure that you're always tracking your financial information. Have real time conversations with your client advisor to manage your financial life.
IT'S EASY TO GET STARTED
Wealth Access is available by contacting your Avalon client advisor today.
Wealth Access automatically organizes your balance sheet and organizes all of your expenses.
KEY WEALTH ACCESS FEATURES:
Wealth Access is designed for ultra-high net worth and high net worth clients and includes:
- View entire portfolio in real time
- Simplified reporting and access
- Accessible from anywhere
- Client service team to assist in aggregation set-up and onboarding
- Multi-generational wealth views
- Ability to store financial documents in a secure, digital vault
- Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how Wealth Access protects your privacy, please visit http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
This app has been updated by Apple to display the Apple Watch app icon.
Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents
The developer, Wealth Access, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy .
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wealth Access, Inc.
- Size
- 5.2 MB
- Category
- Finance
- Compatibility
Requires iOS 10 or later.
- iPhone
Requires iOS 10 or later. - iPad
Requires iPadOS 10 or later. - iPod touch
Requires iOS 10 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2017 Wealth Access, Inc