1.0 Cassaforte da installare
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.
Panoramica
Stock Yards Wealth Management è un software Freeware nella categoria Affari sviluppato da Stock Yards Bank and Trust Company.
L'ultima versione di Stock Yards Wealth Management is 1.0, pubblicato su 11/01/2025. Inizialmente è stato aggiunto al nostro database su 11/01/2025.
Stock Yards Wealth Management viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di Stock Yards Wealth Management ha dato un punteggio di 5. 5 stelle su 5.
Schermate (Clicca per ingrandire)
Prodotti correlati
Autotruck FCU CardGuard
CardGuard is a robust tool designed to enhance the security of your Autotruck debit card by facilitating real-time transaction alerts and providing comprehensive control over how, when, and where your card is utilized.
Blue Grass Federal Mobile
Blue Grass Federal Mobile Banking offers a convenient solution for banking needs on the go. With our mobile app, users have the ability to pay bills, deposit checks, review transactions, check balances, transfer funds, manage debit …
BMS LLC Mobile App
Efficiently manage your BMS LLC health benefit accounts with the official app. Gain real-time access to account information and balances, all at your fingertips.
CBTJ Mobile
Begin managing your finances on the go with CBTJ Mobile for iPhone and iPad by Citizens Bank & Trust Co. of Jackson. This mobile banking app caters to all account holders, providing convenient access to key banking services from anywhere.
Eclipse Bank Mobile
Our mobile banking service offers a convenient way to access your banking functions on the go. With 24/7 access to your account activity, you can stay on top of your finances at all times.
e-Teller
Efficiently monitor your Transcend Credit Union accounts from anywhere, at any time with the eMobile app. This application grants you the flexibility to check account balances, track transaction history, transfer funds, make loan …
Farmers Bank of Milton
Introducing the Farmers Bank of Milton Mobile app, a reliable and user-friendly tool that allows you to efficiently handle your finances using your iPhone.
Greater Kentucky Credit Union
Greater Kentucky Credit Union offers a mobile app that provides a range of convenient features for its users. With this app, you can easily deposit checks on the go, track your account balances and history, apply for loans, send and …
I Bank with BOL MoBOL
i-Bank with BOL MoBOL: A Comprehensive Financial Management Solution i-Bank with BOL MoBOL is a cutting-edge personal financial management tool that allows you to effortlessly consolidate all your financial accounts, including those from …
RCB Go
The RCB Go App is a free mobile tool designed to help users manage their finances more effectively. By allowing users to aggregate all of their financial accounts in one place, including accounts from other financial institutions, the app …
TCB Mobile Banking
The TCBAnytime app provided by The Citizens Bank offers users a seamless experience in managing their finances from their mobile devices.
Traditional Bank Mobile
Start banking wherever you are with the Traditional Bank Mobile Banking app. This app is available to all Traditional Bank online banking customers, providing a convenient and secure way to manage your finances.
TRUSTtrak
Are you a busy professional always on-the-go with limited time to review your investment portfolios? Are you interested in monitoring your account's performance against the market?Ultimi aggiornamenti
SIW - System Information for Windows 2014.1.30
SIW - System Information for Windows by Topala Software Solutions SIW, developed by Topala Software Solutions, is a powerful system information tool designed specifically for Windows operating systems.
Clean Space 708
Clean Space by CYROBO Clean Space by CYROBO is a powerful software application designed to help users clean up their computer and protect their privacy by removing unnecessary files and traces of online activity.
Microsoft Edge WebView2 Runtime 135.0.3179.54
Migliora la tua app Web con Microsoft Edge WebView2 Runtime.
Syncthing 1.29.5
Syncthing is a powerful open-source peer-to-peer file synchronization application developed by Kozec. It allows users to securely sync files and folders across multiple devices or platforms, ensuring data consistency and availability.Pinta 3.0
Pinta is a user-friendly, open-source drawing and editing program developed by Pintail Technologies, Inc. This software is designed as an alternative to more complex image editing software, offering a simpler and more intuitive interface …Ultime notizie
Ultime recensioni
|
Bytescout Screen Capturing SDK
Registrazione dello schermo senza sforzo con l'SDK di cattura dello schermo di Bytescout |
|
|
Xilisoft MP4 to DVD Converter
Trasforma i tuoi file MP4 in DVD senza sforzo con Xilisoft |
|
|
Amateur Invest
Potenzia il tuo percorso di investimento con Amateur Invest |
|
|
SpyCatcher
SpyCatcher: il tuo scudo contro lo spyware |
|
 |
Password Manager
Proteggi le tue password con Password Manager di C Point |
|
Blaze DVD Player
Lettore DVD Blaze: un'esperienza multimediale facile da usare |
 |
UpdateStar Premium Edition
Mantenere aggiornato il tuo software non è mai stato così facile con UpdateStar Premium Edition! |
 |
Microsoft Visual C++ 2015 Redistributable Package
Migliora le prestazioni del tuo sistema con Microsoft Visual C++ 2015 Redistributable Package! |
 |
Microsoft Edge
Un nuovo standard nella navigazione web |
 |
Google Chrome
Browser Web veloce e versatile |
 |
Microsoft Visual C++ 2010 Redistributable
Componente essenziale per l'esecuzione di applicazioni Visual C++ |
 |
Microsoft Update Health Tools
Strumenti per l'integrità di Microsoft Update: assicurati che il tuo sistema sia sempre aggiornato! |
