AMG Wealth vs Wealth Access Platform
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
AMG Wealth
Access your financial accounts and view portfolio holdings, trades, and transactions from anywhere. This app aggregates data from over 20,000 financial institutions, providing a comprehensive daily view of your assets and liabilities on a secure platform.
- Account access
- Portfolio and transaction viewing
- Intelligent aggregation of 20,000+ institutions
- Daily account updates
- Secure platform
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AMG National Trust Bank is happy to bring you account access through Wealth Access, which was ranked as the #1 Online Advice Solution in the 2015 Financial Planning Technology Survey. By working with your AMG advisor, you can always be in touch with your financial goals. Wealth Access provides a secure and simple way for you to view your personal account holdings, trades and transactions from anywhere. With daily account updates, you can see changes and trends and manage cash flow. Wealth Access' Intelligent Aggregation links to over 20,000 different US and international financial institutions, providing the power to view all your assets and liabilities on one secure platform. AMG’s Wealth Access mobile application provides: - Access from anywhere on your compatible digital device - A comprehensive daily view of your portfolio and accounts - Aggregate financial data from accounts held at AMG and 20,000 other financial institutions To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
Wealth Access Platform
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With the Wealth Access Platform mobile app, your financial information is always within reach. Access your personal balance sheet, review transaction history, analyze portfolio positions, and monitor daily cash flow from your phone. The app also allows you to connect accounts from over 20,000 institutions, consolidating your full financial picture into one streamlined experience.
Screenshots
Verdict
The clearest difference is update cadence: Wealth Access Platform at every 4 days against AMG Wealth's every 65 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
AMG Wealth ships an update every 65 months, Wealth Access Platform every 4 days. The most recent releases landed on October 13, 2026 and October 12, 2026 respectively.
| Parameter | AMG Wealth | Wealth Access Platform |
|---|---|---|
| Price | Free | Free |
| Rating | 5.0 (1 ratings) — better | — |
| Number of ratings | 1 — better | — |
| Update frequency | Every 65 months | Every 4 days — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | — |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 14.0 | 14.0 |
| Further details — not scored | ||
| Size | 1 MB | 8 MB |
| Age rating | 4+ | 4+ |
| Developer | AMG National Trust Bank | Wealth Access |
In-app purchases
AMG Wealth
No in-app purchases
Wealth Access Platform
No in-app purchases
Questions
Is AMG Wealth free?
Is Wealth Access Platform free?
Do AMG Wealth or Wealth Access Platform have ads?
Which is updated more often, AMG Wealth or Wealth Access Platform?
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