Core Bank Wealth Access

Core Bank Private Client Group is partnering with Wealth Access, Inc., the most popular digital platform recognized as a leading 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 Core Bank Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.



Core Bank 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.


Core Bank 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

Core Bank Wealth Access is available by invitation only, if you have not received your invitation please reach out to your Core Bank Advisor.




KEY WEALTH ACCESS FEATURES:


Core Bank Wealth Access automatically organizes all of your balance sheet and organizes your expenses. Core Bank 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 Core Bank Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.


Investment Products are Not FDIC Insured. No Bank Guarantee. May Lose Value.