Used CCB Wealth Access for iOS? Share your experience and help other users.


Key Details of CCB Wealth Access

  • CCB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time.
  • Last updated on
  • There have been 6 updates
  • Virus scan status:

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


Enlarged image for CCB Wealth Access
CCB Wealth Access 0/4

CCB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time.

CCB Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. 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 CCB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

CCB 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.

CCB 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

CCB Wealth Access automatically organizes all of your balance sheets and expenses, and is available by contacting your wealth advisor today.

KEY CCB WEALTH ACCESS FEATURES:

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 CCB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.



Explore More


Full Specifications

GENERAL
Release
Latest update
Version
0
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Requires iOS 10 or later. Compatible with iPhone, iPad, and iPod touch.
POPULARITY
Total Downloads
1
Downloads Last Week
0

Report Software

Last Updated


Download.com

Your review for CCB Wealth Access