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Linden Thomas & Company
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- Versions
- Price History
- Description
- FAQ
All Versions of Linden Thomas & Company
1.1
May 10, 2022
Updates and bug fixes
1.0
January 19, 2019
Price History of Linden Thomas & Company
Description of Linden Thomas & Company
From Linden Thomas & Company, the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Linden Thomas & Company Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
Linden Thomas & Company permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Linden Thomas & Company is available by contacting your wealth advisor today.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY Linden Thomas & Company FEATURES:
Linden Thomas & Company is the industry’s leading PFM designed for high net worth clients that includes:
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Bankers, Accountants, Lawyers and Family Members
Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
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Linden Thomas & Company: FAQ
Yes, Linden Thomas & Company can support iPad devices.
The app was developed by Linden Thomas & Company, LLC.
Your iOS device should have iOS 14 or later installed to run the app.
The Linden Thomas & Company app doesn’t have enough ratings and reviews yet.
Linden Thomas & Company Relates To The Finance App Genre.
1.1 is the newly released Linden Thomas & Company version.
Linden Thomas & Company updated its app on July 8, 2024.
The release date of the app was February 6, 2023.
This app is rated for ages 4 and up, and contains only family-friendly content.
The following list of languages is supported by the Linden Thomas & Company app: English.
No, Linden Thomas & Company is not on Apple Arcade.
No, Linden Thomas & Company does not support in-app purchases.
No, Linden Thomas & Company does not provide support for Apple Vision Pro.