Core Bank Wealth Access — ASO

By Core Bank on AppTrack Ninja.

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' Intell…

Categories: Finance

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