價格：免費
更新日期：2017-12-08
檔案大小：5 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
For Tranquility Partners Clients: “From 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 any time “.
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. By working with your advisors at Tranquility Partners you can ensure that you’re always tracking your financial goals.
KEY FEATURES:
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
Multi-generational wealth views
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 Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
支援平台：iPhone, iPad