Enterprise Wealth Management is partnering with Wealth Access, Inc., to provide our clients a comprehensive, easily accessible view of your managed portfolio as well as your personal balance sheet from anywhere and anytime. See the most recent trades and transactions on your accounts, as well as your current portfolio. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
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.
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.
KEY WEALTH ACCESS FEATURES:
Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Ability to store financial documents in a secure, digital vault.
Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.