FTWA Wealth Access 1.0

FifthThird Bank – Freeware – iOS
z 3 głosów

Najnowsza wersja
1.0 Sejf do zainstalowania

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.

Przegląd

FTWA Wealth Access to Freeware oprogramowanie w kategorii Firma opracowane przez FifthThird Bank.

Najnowsza wersja FTWA Wealth Access jest 1.0, wydany na 14.01.2025. Początkowo był to dodane do naszej bazy na 14.01.2025.

FTWA Wealth Access jest uruchamiany w następujących systemach operacyjnych: iOS.

Użytkownicy FTWA Wealth Access dał pewien oszacowanie od 5 z 5 gwiazdek.

Zrzuty ekranu (kliknij aby obejrzeć powiększenie)

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Najnowsza wersja
1.0

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