Wealth Access
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Wealth Access is the most advanced personal financial management tool on the market, providing a secure financial portal where you can consolidate all of your finances into one convenient location, making it easy to monitor and manage your wealth.
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 With Wealth Access you can:
  • Create a personal financial dashboard.
  • Monitor your investments and view your holdings and diversification.
  • Store and share important documents with family and trusted advisors.
  • Monitor your budget by tracking your income and spending.
  • Monitor your balance sheet by tracking your assets, liabilities and net worth.
  •  Create customized reports detailing your finances.
wealth_access_faqs.pdf
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