Avalon Advisors ٤+
Wealth Access
مصمم لـ iPad
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- مجانًا
لقطات الشاشة
الوصف
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
ما الجديد
الإصدار 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
خصوصية التطبيق
لم يقدم المطور(ة) Wealth Access، تفاصيل عن ممارسات الخصوصية الخاصة به وعن معالجة البيانات المرسَلة إلى Apple. لمزيد من المعلومات، انظر %سياسة خصوصية المطور(ة) سياسة خصوصية المطور.
لم يتم توفير تفاصيل
سيُطلب من المطور توفير تفاصيل الخصوصية عند تقديم التحديث التالي للتطبيق.
المعلومات
- البائع
- Wealth Access, Inc.
- الحجم
- ٥٫٢ م.ب.
- الفئة
- خدمات مالية
- التوافق
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- iPhone
- يتطلب iOS 10 أو أحدث
- iPad
- يتطلب iPadOS 10 أو أحدث
- iPod touch
- يتطلب iOS 10 أو أحدث
- Mac
- يتطلب جهاز macOS 11.0 أو أحدث وجهاز Mac مع شريحة Apple M1 أو أحدث.
- Apple Vision
- يتطلب visionOS 1.0 أو أحدث
- اللغات
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الإنجليزية
- التصنيف العمري
- ٤+
- حقوق الطبع والنشر
- © 2017 Wealth Access, Inc
- السعر
- مجانًا