RAI Wealth has partnered with Wealth Access, Inc., the most popular digital platform ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey. Our portal provides a clear, complete and simple way for you to view your Financial Picture from anywhere at any time. See if you’re Financial Plan is still on track along with your balance sheet, performance, most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. RAI Wealth’s dashboard provides data updated daily to track trends and manage your cash flow.
Our 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.
Our permissions based technology makes it easy to share info with your advisor and service team. Together, we can ensure that you’re always tracking your financial goals. This portal provides the opportunity to have real time conversations with your RAI Wealth Team.
IT’S EASY TO GET STARTED
Access is available by contacting your wealth RAI Wealth Team today.
KEY WEALTH ACCESS FEATURES:
Industry’s leading PFM designed for high net worth clients that includes:
View your Financial Plan and if you’re on track
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 Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.