WealthAccess


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. 

To learn more about WealthAccess and ByAllAccounts, please call 866-612-0324 or email info@wealthaccess.com.