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.
ITS 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 industrys leading personal financial management tool designed for high net worth clients that includes:
View entire portfolio
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 industrys 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