Stock Yards Wealth Management 1.0

Stock Yards Bank and Trust Company – Freeware – iOS
aus 3 Bewertungen

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.

Übersicht

Stock Yards Wealth Management ist eine Freeware-Software aus der Kategorie Office & Business, die von Stock Yards Bank and Trust Company entwickelt wird.

Die neueste Version von Stock Yards Wealth Management ist 1.0, veröffentlicht am 11.01.2025. Die erste Version wurde unserer Datenbank am 11.01.2025 hinzugefügt.

Stock Yards Wealth Management läuft auf folgenden Betriebssystemen: iOS.

Die Nutzer haben Stock Yards Wealth Management eine Bewertung von 5 von 5 Sternen gegeben.

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Neueste Version
1.0

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