價格：免費
更新日期：2017-12-09
檔案大小：5.2 MB
目前版本：2.1
版本需求：需要 iOS 10 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
RubinBrown Wealth Advisors is powered by Wealth Access, Inc., the digital platform ranked #1 for Online Advice Solution in the 2015 Financial Planning Technology Survey. Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. With a single sign-on, you can 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.
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 is available by contacting RubinBrown Wealth Advisors today.
KEY FEATURES
Designed with high net worth individuals in mind, key features include:
Automatically organize balance sheets and expenses
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Multi-generational wealth views
Fully integrated with the industry's leading financial planning systems
Ability to store financial documents in a secure, digital vault
Permissions based technology makes it easy to share info with bankers, accountants, attorneys and family members
Please note that Wealth Access currently connects to U.S. and international financial institutions. All reporting will be in local currencies.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
支援平台：iPhone, iPad