LMB Wealth Access
Finance
Free · Designed for iPad
LMB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. 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 LMB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
LMB 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.
LMB 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
LMB Wealth Access is available by contacting your wealth advisor today.
LMB Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY LMB WEALTH ACCESS FEATURES:
LMB 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 LMB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how LMB Wealth Access protects your privacy, please visit https://simmonsbank.com/privacy-security/privacy-policy
Ratings & Reviews
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Landmark Bank merged with Simmons Bank in February 2020. Updating app branding to match new branding.
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
- 1.8 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
- © 2020 Wealth Access, Inc