Core Bank Wealth Access1.1 - App Store
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Publisher Description
Core Bank Private Client Group is partnering with Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. The Core Bank Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
Core Bank 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.
Core Bank Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Core Bank Wealth Access is available by invitation only, if you have not received your invitation please reach out to your Core Bank Advisor.
KEY WEALTH ACCESS FEATURES:
Core Bank Wealth Access automatically organizes all of your balance sheet and organizes your expenses. Core Bank Wealth Access is the industry’s leading PFM 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 Core Bank Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Investment Products are Not FDIC Insured. No Bank Guarantee. May Lose Value.
Version History Updated assets 1.1 12/04/2024 1.0 09/26/2020
About Core Bank Wealth Access
The company that develops Core Bank Wealth Access is Core Bank. The latest version released by its developer is 1.1.
To install Core Bank Wealth Access on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Core Bank Wealth Access as malware if the download link is broken.
How to install Core Bank Wealth Access on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Core Bank Wealth Access is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Core Bank Wealth Access is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 1.1
posted on 2026-10-14
Version History Updated assets 1.1 12/04/2024 1.0 09/26/2020
version 1.1
posted on 2024-12-04
Dec 4, 2024
Version 1.1
Updated assets
version 1.1
posted on 2024-12-04
Updated assets
Disclaimer
Official App Store Link
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