Stock Yards Wealth Management 1.0

The Wealth Access platform from Stock Yards Wealth Management has been recognized as the leading online advice solution, as highlighted in the 2015 Financial Planning Technology Survey. It offers a user-friendly interface that allows clients to access their personal balance sheets at any time and from any location. Users can view recent trades and transactions, current portfolio holdings, and update their information seamlessly.

The platform's dashboard features daily updated data to help users track trends and manage cash flow effectively. Wealth Access employs Intelligent Aggregation, which connects to over 20,000 institutions through multiple data sources, enabling comprehensive asset and liability aggregation within a secure environment.

Wealth Access also incorporates a permissions-based technology that simplifies information sharing with advisors. This feature facilitates real-time conversations with financial advisors, ensuring that clients can continually monitor and work towards their financial goals.

Getting started with Wealth Access is straightforward and can be initiated by contacting your wealth advisor. The platform automatically organizes all aspects of the client's balance sheet, including expenses.

Key Features of Wealth Access Include:

• Real-time portfolio visibility
• Simplified reporting and access
• Accessibility from any location
• Dedicated client service team for aggregation setup and onboarding
• Integration with leading financial planning systems
• Secure digital vault for storing financial documents
• Capability to share information with bankers, accountants, lawyers, and family members

It is important to note that Wealth Access connects with both US and international financial institutions, providing reporting in local currencies.