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Wealth Access is a revolutionary online platform that helps high net worth individuals and their advisors better understand and manage wealth. The software's permission-based technology and customized access features combine to deliver a smart, simple and sharable view in the only private, personal virtual wealth management platform on the market. Developed by a former advisor with expertise in the complexities of high net worth individuals—and knowledge of technology from an advisor's perspective—Wealth Access aggregates information from more than 25,000 financial institutions and other sources to help investors and their advisors gain a holistic view of their money and make smarter investment decisions. The result is a balance sheet view of detailed assets and liabilities among other valuable features. For more information, visit http://wealthaccess.com/

Contact Information:  info@wealthaccess.com


 


"Clients in today's information age want to be able to access an updated financial snapshot of their household all in one place.  The partnership between Wealth Access & ByAllAccounts has allowed us to offer this to our clients.  They are able to view their entire financial situation from brokerage accounts, to 401k's, to mortgage balances to bank accounts in a hosistic fashion all in one place.  From the advisor perspective, it has allowed them to be able to keep our clients assets and liabilities updated ona daily basis seamlessly which allows them to proacticely identify opportunities and potential problems which can then be addressed with the client.  Clients expect us to be omnipotent and to know at all times what is going on with them financially - this partnership will get us closer to living up to that expectation."

Ted Buchan, CFP, AIF, CCPS
Ted Buchan & Company
12396 World Trade Drive Suite 112
San Diego, CA  92128