1.0 安全安裝
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.
概述
FTWA Wealth Access 是在由FifthThird Bank開發類別 Business Freeware 軟體。
最新版本是 FTWA Wealth Access 的 1.0 2025/01/14 上釋放。 它最初被添加到我們的資料庫 2025/01/14 上。
FTWA Wealth Access 在下列作業系統上運行: iOS。
使用者 FTWA Wealth Access 5 個 5 星的評分，給了它。
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