FTWA Wealth Access 1.0

FTWA Wealth Access 1.0

FifthThird Bank – Freeware – iOS
3 वोटों में से
नवीनतम संस्करण
1.0
स्थापित करने के लिए सुरक्षित
EXCELLENT User Rating

Fifth Third Wealth Advisors (FTWA) offers account access through its platform, Wealth Access, facilitating ongoing communication between clients and their advisors regarding financial objectives. Wealth Access is designed to provide a secure and intuitive interface for users to monitor their personal account holdings, trades, and transactions from any location. Daily updates allow clients to identify trends and effectively manage cash flow.

One of the notable features of Wealth Access is its Intelligent Aggregation capability, which connects with over 20,000 financial institutions through multi-tiered data sources. This comprehensive data aggregation engine consolidates all assets and liabilities into a single secure platform.

Key Features of Wealth Access:

  • View entire portfolio in real time
  • Simplified reporting and access
  • Accessible from any location
  • Dedicated client service team for aggregation setup and onboarding
  • Multi-generational wealth perspectives
  • Seamlessly integrated with leading financial planning systems in the industry
  • Secure storage for financial documents in a digital vault
  • Shareable access with bankers, accountants, lawyers, and family members

It is important to note that Wealth Access currently supports connections to both U.S. and international financial institutions, with all reporting provided in local currencies.

Fifth Third Wealth Advisors LLC operates as a wholly-owned subsidiary of Fifth Third Bank, National Association, and is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration does not imply any level of skill or training. For additional information about Fifth Third Wealth Advisors LLC, please refer to the SEC’s website at www.adviserinfo.sec.gov.

विहंगावलोकन

FTWA Wealth Access FifthThird Bank द्वारा विकसित श्रेणी धंधा में एक Freeware सॉफ्टवेयर है

FTWA Wealth Access का नवीनतम संस्करण 1.0 है, जिसे 14-01-2025 को जारी किया गया था। इसे शुरू में 14-01-2025 को हमारे डेटाबेस में जोड़ा गया था।

FTWA Wealth Access निम्न आपरेटिंग सिस्टमों पर चलता है: iOS.

FTWA Wealth Access के यूजर्स ने इसे 5 में से 5 स्टार की रेटिंग दी है।

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