Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Access your managed portfolio and personal balance sheet from anywhere. Track recent trades, transactions, and daily portfolio updates to manage cash flow. Securely store financial documents and share information with advisors to track financial goals.
What's New in Enterprise Wealth Access
1.0
July 23, 2020
Developer apps
FAQ
What is Enterprise Wealth Access?
Enterprise Wealth Access is a financial management app designed for high net worth clients. It provides a comprehensive view of your managed portfolio and personal balance sheet, allowing you to track trades, transactions, and cash flow.
How does Enterprise Wealth Access ensure security?
The app utilizes a secure platform with intelligent aggregation that links to over 20,000 institutions. It also features permissions-based technology for secure information sharing with advisors.
Can I store financial documents in Enterprise Wealth Access?
Yes, Enterprise Wealth Access offers a secure, digital vault where you can store important financial documents for easy access and organization.
What financial institutions does Enterprise Wealth Access connect to?
Enterprise Wealth Access connects to over 20,000 US and international financial institutions, providing a complete data aggregation engine for all your assets and liabilities.
Is Enterprise Wealth Access available on multiple devices?
Yes, Enterprise Wealth Access is available for iPhone, iPad, iPod, and Apple Watch, allowing you to access your financial information from various devices.
How often is the data updated in Enterprise Wealth Access?
The Wealth Access dashboard provides data updated daily, enabling you to track trends and manage your cash flow effectively.
Does Enterprise Wealth Access support different currencies?
Yes, all reporting within Enterprise Wealth Access will be displayed in local currencies, accommodating international financial institutions.
What is the user rating for Enterprise Wealth Access?
Enterprise Wealth Access has a high user rating of 5.0 stars based on 1 rating, indicating strong user satisfaction.
