Core Bank Wealth Access
Finance
Free · Designed for iPad. Not verified for macOS.
Core Bank Private Client Group is partnering with Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Core Bank Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Core Bank Wealth Access' Intelligent Aggregation 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.
Core Bank Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Core Bank Wealth Access is available by invitation only, if you have not received your invitation please reach out to your Core Bank Advisor.
KEY WEALTH ACCESS FEATURES:
Core Bank Wealth Access automatically organizes all of your balance sheet and organizes your expenses. Core Bank Wealth Access is the industry’s leading PFM designed for high net worth clients that 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
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that Core Bank Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Investment Products are Not FDIC Insured. No Bank Guarantee. May Lose Value.
Ratings & Reviews
Updated assets
The developer, Core Bank, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Core Bank
- Size
- 1.1 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2020 Wealth Access, Inc