Lake City Bank Wealth Access

By Lake City Bank on AppTrack Ninja.

Wealth Access from Lake City Bank provides a clear, simple way for you to view your personal balance sheet from anywhere, anytime, including your most recent trades, transactions and current portfolio holdings. The Wealth Access dashboard provides data updated daily to track trends and measure your cash flow. Wealth Access’s Intelligent Aggregation links to more than 20,000 different institutions through multi-tiered data sources, providing a complete data integration engine that can bring in all your assets and liabilities into one secure platform. Share information with your advisor using W…

Categories: Finance

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