# Veritas Boston Portal

> Secure client portal for viewing personal balance sheets and financial accounts. (iPhone/iPad app by Veritas Boston Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/veritas-boston-portal/id1498127929 (this page in markdown: same URL + `.md`)
- Developer: [Veritas Boston Wealth Management, LLC](https://appshunter.io/developer/1498127928)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 10 · 2 MB
- Languages: English
- Released: 2020-02-10
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/veritas-boston-portal/id1498127929/reviews.md

## What is Veritas Boston Portal?

In partnership with Wealth Access, Veritas Boston Wealth Management’s Client Portal 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. Our Dashboard provides a simple and clear way to view up-to-date balances of all your financial accounts. 

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. Have real time conversations with your advisor to manage your financial life. 

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

KEY WEALTH ACCESS FEATURES: 

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
Multi-generational wealth views
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 Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.

## Key features

- View personal balance sheet
- Track portfolio holdings
- See recent trades and transactions
- Secure digital document vault
- Share information with advisors
- Multi-generational wealth views


## Frequently asked questions about Veritas Boston Portal

### 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.

## Version history (last 1 release)

### 1.0 — 2020-02-11

No release notes.

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## More apps by Veritas Boston Wealth Management, LLC

- [Veritas 360](https://appshunter.io/ios/app/veritas-360/id6450222481)

All apps by Veritas Boston Wealth Management, LLC: https://appshunter.io/developer/1498127928

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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 2026-07-07.*