# Avalon Advisors

> Avalon Advisors (iPhone/iPad app by Wealth Access, Inc..)

- Source: https://appshunter.io/ios/app/avalon-advisors/id1210156375 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Access, Inc.](https://appshunter.io/developer/1079917691)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 10 · 5 MB
- Languages: American English
- Released: 2017-03-01
- Data updated: 2026-01-15
- User reviews in markdown: https://appshunter.io/ios/app/avalon-advisors/id1210156375/reviews.md

## What is Avalon Advisors?

Avalon Advisors, LLC offers Wealth Access' Intelligent Aggregation which 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.

This permissions-based technology makes it easy to share info with your client advisor. By working with your client advisor you can ensure that you're always tracking your financial information. Have real time conversations with your client advisor to manage your financial life.  

IT'S EASY TO GET STARTED

Wealth Access is available by contacting your Avalon client advisor today.
Wealth Access automatically organizes your balance sheet and organizes all of your expenses.

KEY WEALTH ACCESS FEATURES: 

Wealth Access is designed for ultra-high net worth and high net worth clients and 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 
- 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 http://www.wealthaccess.com/wp-content/uploads/2017/01/WA-Privacy-Policy.pdf


## Version history (last 4 releases)

### 2.1 — 2017-12-09

This app has been updated by Apple to display the Apple Watch app icon.

Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents

### 2.0.2 — 2017-04-13

Fixing iPhone 6 icon issue.

### 2.0.1 — 2017-03-28

Fixing issue where icon appeared incorrectly on certain devices.

### 2.0 — 2017-03-01

No release notes.

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## More apps by Wealth Access, Inc.

- [Wealth Access Mobile](https://appshunter.io/ios/app/wealth-access-mobile/id1079917692)
- [LMB Wealth Access](https://appshunter.io/ios/app/lmb-wealth-access/id1131765618)
- [INTRUST Wealth](https://appshunter.io/ios/app/intrust-wealth/id1136367456)
- [The Trust Company of Tennessee](https://appshunter.io/ios/app/the-trust-company-of-tennessee/id1139760986)
- [TCV Trust & Wealth Management](https://appshunter.io/ios/app/tcv-trust-and-wealth-management/id1245859514)

All apps by Wealth Access, Inc.: https://appshunter.io/developer/1079917691

## Related topics

[avalon access](https://appshunter.io/ios/topics/avalon-access)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-01-15.*