Stock Yards Wealth Management 1.0

Stock Yards Wealth Management 1.0

Stock Yards Bank and Trust Company  ❘ Freeware
iOS
out of 3 votes
Latest Version
1.0
Safe to install
EXCELLENT User Rating

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.

Overview

Stock Yards Wealth Management is a Freeware software in the category Business developed by Stock Yards Bank and Trust Company.

The latest version of Stock Yards Wealth Management is 1.0, released on 01/11/2025. It was initially added to our database on 01/11/2025.

Stock Yards Wealth Management runs on the following operating systems: iOS.

Users of Stock Yards Wealth Management gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

Related


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

Convenient Banking at Your Fingertips

BMS LLC Mobile App

Streamline Your Benefits Management with BMS LLC Mobile App

CBTJ Mobile

Streamline Your Banking on the Go with CBTJ Mobile!

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 …
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

S Storage and Network Calculator
Optimize Your Storage Needs with Hikvision's Storage and Network Calculator
FoneTool FoneTool
Stay Connected with FoneTool!
Windows PC Health Check Windows PC Health Check
Keep Your PC Running Smoothly with Windows PC Health Check!
Sweet Home 3D Sweet Home 3D
Design Your Dream Space with Ease using Sweet Home 3D!
EasyUEFI EasyUEFI
Manage UEFI boot options easily with EasyUEFI.
AppKiwi AppKiwi
AppKiwi: A Seamless Platform for App Distribution
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


CLIMWAT for CROPWAT 2

Optimizing Water Management for Agriculture with CLIMWAT for CROPWAT

MPIC Studio 3.2.500

MPIC Studio allows you to design the entire interface of your setup according to your needs. This applies to the appearance of the buttons and window borders as well as the completely customisable design of the setup dialogues, including …