Popular Private Client
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Popular Private Client
Popular Private Client

Popular Private Client

View your entire personal balance sheet from anywhere at anytime.

Developer: WA Popular
App Size: 1.0M
Release Date: Jun 29, 2017
Price: Free
Price
Free
Size
1.0M

Screenshots for App

Mobile
Popular Private Client is making available to our Private Clients the Wealth Access Platform, a service of Wealth Access, Inc. The app provides a clear, complete and simple way for you to view your personal balance sheet online on your mobile device. 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.

IT'S EASY TO GET STARTED
Wealth Access is available by contacting your Private Banker at Popular Private Client.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.

KEY WEALTH ACCESS FEATURES:

Wealth Access is the industry's leading personal financial management tool 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.

To learn how Wealth Access protects your privacy, please visit https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
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More Information about: Popular Private Client
Price: Free
Version: 2.1.0
Downloads: 1
Compatibility: Android 4.1 and up
Bundle Id: com.wealthaccess.popular
Size: 1.0M
Last Update: Jun 29, 2017
Content Rating: Everyone
Release Date: Jun 29, 2017
Content Rating: Everyone
Developer: WA Popular


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