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Caerus Investment Advisor for iOS

By Wealth Access Free

Developer's Description

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 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 permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that youre always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.

ITS EASY TO GET STARTED

Wealth Access is available by contacting your wealth advisor today.

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

KEY WEALTH ACCESS FEATURES:

Wealth Access is the industrys 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 industrys 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://www.wealthaccess.com/wp-content/uploads/2015/11/Privacy-Policy.pdf

Full Specifications

What's new in version 2.1

General

Release May 7, 2020
Date Added May 7, 2020
Version 2.1

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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