# Enterprise Wealth Access

> Comprehensive financial portfolio and balance sheet management for high net worth clients. (iPhone/iPad app by Enterprise Bank and Trust.)

- Source: https://appshunter.io/ios/app/enterprise-wealth-access/id1517435780 (this page in markdown: same URL + `.md`)
- Developer: [Enterprise Bank and Trust](https://appshunter.io/developer/553845545)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 10 · 2 MB
- Languages: English
- Released: 2020-07-23
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/enterprise-wealth-access/id1517435780/reviews.md

## What is Enterprise Wealth Access?

Enterprise Wealth Management is partnering with Wealth Access, Inc., to provide our clients a comprehensive, easily accessible view of your managed portfolio as well as your personal balance sheet from anywhere and anytime.  See the most recent trades and transactions on your accounts, as well as your current portfolio. The Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.

Wealth Access' 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.

Wealth Access’ 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. 


KEY WEALTH ACCESS FEATURES: 

Wealth Access is the industry’s leading PFM designed for high net worth clients that includes: 

View entire portfolio
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding

Ability to store financial documents in a secure, digital vault.

Please note that Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.

## Key features

- View entire portfolio
- Simplified reporting and access
- Accessible from anywhere
- Secure digital document vault
- Permissions-based sharing with advisors
- Intelligent data aggregation from 20,000+ institutions


## Frequently asked questions about Enterprise Wealth Access

### 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.

## Version history (last 1 release)

### 1.0 — 2020-07-23

No release notes.

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## More apps by Enterprise Bank and Trust

- [Enterprise Bank Personal](https://appshunter.io/ios/app/enterprise-bank-personal/id553845542)
- [Enterprise Bank Business App](https://appshunter.io/ios/app/enterprise-bank-business-app/id1493410980)
- [Enterprise Bank Token](https://appshunter.io/ios/app/enterprise-bank-token/id1493418733)
- [Enterprise Wealth Management](https://appshunter.io/ios/app/enterprise-wealth-management/id1643708463)

All apps by Enterprise Bank and Trust: https://appshunter.io/developer/553845545

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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 2026-06-22.*