Associated Bank Wealth Access

By Associated Banc-Corp on AppTrack Ninja.

Associated Bank is proud to partner with Wealth Access, Inc., to bring you 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 any time. 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 Wealth Access dashboard provides data updated daily to track trends and manage your cash flow. Wealth Access' Intelligent Aggregati…

Categories: Finance

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