Bumgardner Morrison is excited 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.
The app 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.
Leveraging this technology, we can now establish a quick and simplistic way for you to share info with our advisors.
By working with the Bumgardner Morrison advisors in this way, you can ensure that youre always tracking your financial goals and creating opportunities for real time conversations with your advisor to manage your financial life.
FEATURES:
View entire portfolio in real time
Automatically organizes all of your balance sheet and your expenses
Simplified reporting and access
Accessible from anywhere
Client service team to assist in aggregation set-up and onboarding
Multi-generational wealth view
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 the app currently connects to US and international financial institutions. All reporting will be reported in local currencies.