Stock Yards Wealth Management 1.0

Stock Yards Bank and Trust Company ❘ Logiciel gratuit ❘
iOS
hors 3 votes

Dernière version
1.0 Coffre-fort à installer

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.

Vue d'ensemble

Stock Yards Wealth Management est un logiciel de Logiciel gratuit dans la catégorie Affaires développé par Stock Yards Bank and Trust Company.

La dernière version de Stock Yards Wealth Management est 1.0, publié sur 11/01/2025. Au départ, il a été ajouté à notre base de données sur 11/01/2025.

Stock Yards Wealth Management s’exécute sur les systèmes d’exploitation suivants : iOS.

Utilisateurs de Stock Yards Wealth Management a donné une cote de 5 étoiles sur 5.

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Dernière version
1.0

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