Icon of program: 1919 Investment Counsel

1919 Investment Counsel for iOS

By Wealth AccessFreeUser Rating

Key Details of 1919 Investment Counsel

  • 1919 Investment Counsel, LLC and Wealth Access, Inc.
  • Last updated on January 10, 2020
  • There have been 7 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)


Enlarged image for 1919 Investment Counsel

Developer's Description

1919 Investment Counsel, LLC and Wealth Access, Inc.

1919 Investment Counsel, LLC and Wealth Access, Inc. have partnered to provide a clear, complete and simple way for you to view your personal balance sheet from anywhere 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.

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 was ranked as the #1 Online Advice Solution in the 2015 Financial Planning Technology Survey.

IT'S EASY TO GET STARTED

Wealth Access is available by contacting 1919 Investment Counsel today.

Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY WEALTH ACCESS 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

Client service team to assist in aggregation set-up and onboarding 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.

To learn how Wealth Access protects your privacy, please visit http://cp.mcafee.com/d/1jWVIi4zqb3OaqtTC6jtPqqabXaaabW9J6XzzBS3hOUCrjhhvphhhvjdEEFT73Cm4hNLpWg80F4QsECzClKndECzB4QsOJOVJXQZd7b3P_nV5BNBZBzHTbFFEzKjv7c6zAQsLZh5dqWqJS7-l3PWApmU6CQjq9K_9LK8Ind7bRQPtPo08N-DP9XqTQFO-65yZGMDY9USIvnkaoDt5_4ks2Qp6tImbxqFYH5KmgtdCblGJYgko_jVAZJrWkVsSzt4Qszzob6Azh094_IlB0yq89gdELCSvwxSrsKadbU"


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