About Wealth Access Mobile
From 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...
From 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. 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.
Version History Bug fixes. 2.3.1 10/18/2021 Bug fixes and enhancements. 2.3 10/15/2021 bug fixes + performance enhancements 2.2 05/16/2020 Fingerprint + Face Id Authentication (Log in and select remember me) iPhone X compatibility Improve ability to open documents 2.1.0 12/08/2017 In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version. - You can now customize your dashboard to see the information that is most important to you. - Vastly improved account addition process. - Increased functionality and ways to view your wealth. - Look and feel is now consistent with with web version. - Tablet App is optimized for the table. - Includes performance optimization and bug fixes. 2.0.1 01/31/2017 In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version. - You can now customize your dashboard to see the information that is most important to you. - Vastly improved account addition process. - Increased functionality and ways to view your wealth. - Look and feel is now consistent with with web version. - Tablet App is optimized for the table. - Includes performance optimization and bug fixes. 2.0 01/29/2017 1.0 04/02/2016
Previous Versions
Here you can find the changelog of Wealth Access Mobile since it was posted on our website on 2023-09-08 12:20:10.
The latest version is 2.3.1 and it was updated on 2026-06-25 04:29:44. See below the changes in each version.
Wealth Access Mobile version 2.3.1
Updated At: 2026-06-03
Changes: Version History Bug fixes. 2.3.1 10/18/2021 Bug fixes and enhancements. 2.3 10/15/2021 bug fixes + performance enhancements 2.2 05/16/2020 Fingerprint + Face Id Authentication (Log in and select remember me)
iPhone X compatibility
Improve ability to open documents 2.1.0 12/08/2017 In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version.
- You can now customize your dashboard to see the information that is most important to you.
- Vastly improved account addition process.
- Increased functionality and ways to view your wealth.
- Look and feel is now consistent with with web version.
- Tablet App is optimized for the table.
- Includes performance optimization and bug fixes. 2.0.1 01/31/2017 In this release, we upgraded the App to provide a better user experience that is consistent in functionality and look and feel with the web version.
- You can now customize your dashboard to see the information that is most important to you.
- Vastly improved account addition process.
- Increased functionality and ways to view your wealth.
- Look and feel is now consistent with with web version.
- Tablet App is optimized for the table.
- Includes performance optimization and bug fixes. 2.0 01/29/2017 1.0 04/02/2016
Wealth Access Mobile version 2.3.1
Updated At: 2021-10-18
Changes: Oct 18, 2021
Version 2.3.1
Bug fixes.
Wealth Access Mobile version 2.3.1
Updated At: 2021-10-18
Changes: Bug fixes.
Disclaimer
Official App Store Link
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