# Stock Yards Wealth Management

> Personal finance dashboard for high net worth individuals to track assets and liabilities. (iPhone/iPad app by S.Y. BANCORP, INC.)

- Source: https://appshunter.io/ios/app/stock-yards-wealth-management/id1490428354 (this page in markdown: same URL + `.md`)
- Developer: [S.Y. BANCORP, INC](https://appshunter.io/developer/852469668)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 17.0 · 1 MB
- Languages: English
- Released: 2019-12-05
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/stock-yards-wealth-management/id1490428354/reviews.md

## What is Stock Yards Wealth Management?

From Stock Yards Wealth Management - Wealth Access, Inc., 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.

Stock Yards Wealth Management - 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.

Stock Yards Wealth Management - 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. Have real time conversations with your advisor to manage your financial life. 

IT’S EASY TO GET STARTED
Stock Yards Wealth Management - Wealth Access is available by contacting your wealth advisor today.
Stock Yards Wealth Management - Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY WEALTH ACCESS FEATURES: 

Stock Yards Wealth Management - Wealth Access 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
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 Stock Yards Wealth Management - Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.

## Key features

- View entire portfolio in real time
- Intelligent data aggregation from 20,000+ institutions
- Secure digital vault for financial documents
- Permissions-based information sharing with advisors
- Organizes balance sheet and expenses
- Accessible from anywhere

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/stock-yards-wealth-management/id1490428354/reviews.md

### 5/5 — SYB Wealth Management - Great Mobile Experience

*2019-12-18*

Love the ability to link outside accounts and see all of my accounts on one website!  Functionality works just as well in the mobile app as it does on the desktop version. Customer service has been responsive and helpful in assisting with connecting accounts properly and troubleshooting issues that arise.

## Frequently asked questions about Stock Yards Wealth Management

### What is Stock Yards Wealth Management?

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.

### How does Stock Yards Wealth Management aggregate financial data?

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.

### Can I share my financial information with others using Stock Yards Wealth Management?

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.

### Is Stock Yards Wealth Management available on multiple devices?

Yes, Stock Yards Wealth Management is available on iPhone and iPad devices, allowing you to manage your financial life on the go.

### How often is the data updated in Stock Yards Wealth Management?

The Wealth Access dashboard provides data updated daily to help you track trends and manage your cash flow effectively.

### What kind of support is available for Stock Yards Wealth Management?

The app includes a client service team to assist with aggregation set-up and onboarding. You can also contact your wealth advisor for assistance.

### Does Stock Yards Wealth Management have ads?

No, Stock Yards Wealth Management does not contain advertisements, providing an uninterrupted user experience.

### What is the age rating for Stock Yards Wealth Management?

Stock Yards Wealth Management has an age rating of 4+, making it suitable for a wide range of users.

## Version history (last 2 releases)

### 1.1 — 2025-04-12

Security and framework updates

### 1.0 — 2019-12-05

No release notes.

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## More apps by S.Y. BANCORP, INC

- [Stock Yards Bank Mobile](https://appshunter.io/ios/app/stock-yards-bank-mobile/id852469665)

All apps by S.Y. BANCORP, INC: https://appshunter.io/developer/852469668

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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 2026-06-04.*