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Avalon Advisors 4+
Wealth Access
Conçu pour iPad
-
- Gratuit
Captures d’écran
Description
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
Nouveautés
Version 2.1
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
Confidentialité de l’app
Le développeur Wealth Access n’a fourni aucune information à Apple concernant ses pratiques en matière de confidentialité et de traitement des données. Pour en savoir plus, consultez la politique de confidentialité du développeur.
Aucune information fournie
Le développeur devra fournir des informations quant à la confidentialité des données au moment de soumettre la prochaine mise à jour de son app.
Informations
- Fournisseur
- Wealth Access, Inc.
- Taille
- 5,2 Mo
- Catégorie
- Finance
- Compatibilité
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- iPhone
- Nécessite iOS 10 ou version ultérieure.
- iPad
- Nécessite iPadOS 10 ou version ultérieure.
- iPod touch
- Nécessite iOS 10 ou version ultérieure.
- Mac
- Nécessite macOS 11.0 ou une version ultérieure et un Mac doté d’une puce Apple M1 ou une version ultérieure.
- Apple Vision
- Nécessite visionOS 1.0 ou version ultérieure.
- Langues
-
Anglais
- Âge
- 4+
- Copyright
- © 2017 Wealth Access, Inc
- Prix
- Gratuit