Stock Yards Wealth Management 4+
Stock Yards Bank and Trust Company
Designed for iPad
-
- Free
Screenshots
Description
From Stock Yards Wealth Management - 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 Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Stock Yards Wealth Management - 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.
Stock Yards Wealth Management - 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
Stock Yards Wealth Management - Wealth Access is available by contacting your wealth advisor today.
Stock Yards Wealth Management - Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY WEALTH ACCESS FEATURES:
Stock Yards Wealth Management - 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
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 Stock Yards Wealth Management - Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Ratings and Reviews
SYB Wealth Management - Great Mobile Experience
Love the ability to link outside accounts and see all of my accounts on one website! Functionality works just as well in the mobile app as it does on the desktop version. Customer service has been responsive and helpful in assisting with connecting accounts properly and troubleshooting issues that arise.
App Privacy
The developer, Stock Yards Bank and Trust Company, 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.
Information
- Seller
- S.Y. BANCORP, INC
- Size
- 2.6 MB
- Category
- Finance
- Compatibility
-
- 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+
- Copyright
- © 2019 Wealth Access, Inc
- Price
- Free