This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.
1.1
April 12, 2025
Security and framework updates
Stock Yards Wealth Management is a digital platform designed to provide a clear, complete, and simple way to view your personal balance sheet from anywhere at any time. It allows you to see recent trades, transactions, and current portfolio holdings.
The platform uses intelligent aggregation that links to over 20,000 different institutions through multi-tiered data sources. This provides a complete data aggregation engine to bring all your assets and liabilities into one secure platform.
Yes, its permissions-based technology makes it easy to share information with advisors, bankers, accountants, lawyers, and family members. This ensures you are always tracking your financial goals and can have real-time conversations with your advisor.
Yes, Stock Yards Wealth Management is available on iPhone and iPad devices, allowing you to manage your financial life on the go.
The Wealth Access dashboard provides data updated daily to help you track trends and manage your cash flow effectively.
The app includes a client service team to assist with aggregation set-up and onboarding. You can also contact your wealth advisor for assistance.
No, Stock Yards Wealth Management does not contain advertisements, providing an uninterrupted user experience.
Stock Yards Wealth Management has an age rating of 4+, making it suitable for a wide range of users.
