Perkins Coie Trust Company LLC is excited to share this financial app with our clients and prospects. It provides a clear, complete and simple way to view account balances from anywhere, at any time. Perkins Coie Trust Company has partnered with Wealth Access Inc., to bring this technology solution to our valued relationships.
KEY FEATURES INCLUDE:
Trade and transaction monitoring
Aggregation of outside financial accounts
Easily viewable portfolio holdings and allocations
Tracking of performance and cash flow trends
Simplified reporting and the ability to customize your information
Secure digital vault to store financial documentation
Permission-based sharing with advisors, accountants, and other trusted parties
Full integration with financial planning software

Perkins Coie Trust Company LLC, a trust company chartered in the state of Washington, is a wholly owned affiliate of Perkins Coie LLP. Perkins Coie Trust Company provides trust and estate administration, investment management, and financial planning services. Our professionals work in concert with the lawyers of Perkins Coie to navigate changing tax laws, volatile financial markets, and increasingly complex investment options so that our clients can ensure their long-term financial security—and that of their families and other beneficiaries.