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 complete personal balance sheet and financial accounts from anywhere. View recent trades, portfolio holdings, and update your information on the go. Securely store financial documents and share with advisors.
What's New in Veritas Boston Portal
1.0
February 11, 2020
Developer apps
FAQ
What is Veritas Boston Portal?
Veritas Boston Portal is a client portal designed to provide a clear and simple way for users to view their personal balance sheet and financial accounts from anywhere, anytime. It allows for real-time viewing of portfolio holdings, recent transactions, and secure storage of financial documents.
How does Veritas Boston Portal aggregate financial data?
The portal uses Wealth Access' Intelligent Aggregation, which links to over 20,000 different financial institutions through multi-tiered data sources. This powerful engine brings all of your assets and liabilities into one secure platform.
Can I share my financial information with others using Veritas Boston Portal?
Yes, Wealth Access' permissions-based technology makes it easy to share information with advisors, bankers, accountants, lawyers, and family members. This facilitates collaboration and ensures you are tracking your financial goals.
What devices is Veritas Boston Portal available on?
Veritas Boston Portal is available on iPhone, iPad, iPod, and Apple Watch devices. It is designed for accessibility across multiple Apple platforms.
How secure is Veritas Boston Portal?
The platform is built with security in mind, utilizing Wealth Access' intelligent aggregation and permissions-based technology to protect your financial data. It is designed to be a secure platform for all your financial information.
Does Veritas Boston Portal support international financial institutions?
Yes, Wealth Access currently connects to both US and international financial institutions. All reporting will be presented in the respective local currencies.
How often is Veritas Boston Portal updated?
The application was last updated on February 11, 2020, with version 1.0. Further update frequency information is not provided in the available data.
What are the benefits of using Veritas Boston Portal for high net worth clients?
For high net worth clients, Veritas Boston Portal offers simplified reporting, real-time portfolio viewing, accessible information from anywhere, and the ability to store financial documents securely. It also supports multi-generational wealth views and integration with leading financial planning systems.
