Core Bank Wealth Access
Core Bank Wealth Access is made and published by Core Bank. AppBrain is an independent app data site and isn't affiliated with Core Bank. The app name, icon, screenshots and description belong to Core Bank and are shown as published on the App Store.
AppBrain's verdict
Established- Rating on App Store
- 3.00
- 2 ratings
- Last updated
- December 4, 2024
It doesn't have enough ratings yet to judge what users think.
Rankings
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Competitors
Similar apps and more from Core BankAlternatives to Core Bank Wealth Access
More from Core Bank
Releases
Updates seen on the App Store- Version
- 1.1
- Launched
- September 2020
No changelog data
User feedback
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Technology
Found in the app by AppBrain- Price
- Free
- App size
- 1.02 MB
- Content rating
- Everyone
Technologies used by Core Bank Wealth Access
About the app and developer
About Core Bank Wealth Access
Core Bank Wealth Access is a finance app developed by Core Bank.
User Ratings
Core Bank Wealth Access is rated 3.00 out of 5 stars. The rating is based on 2 ratings.
App Information
Core Bank Wealth Access is freely available from the App Store. The app size is 1.02 MB. The latest version available is 1.1. The last update was on December 4, 2024.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since September 2020.
Developer information for Core Bank
Address:
Frequently asked questions about Core Bank Wealth Access
Is Core Bank Wealth Access free?
Yes. Core Bank Wealth Access is free on the App Store.
Is Core Bank Wealth Access still available?
Yes. Core Bank Wealth Access is on the App Store, and the last update we saw was on December 4, 2024.
How large is Core Bank Wealth Access?
Core Bank Wealth Access is 1.02 MB.
Is Core Bank Wealth Access suitable for children?
App Store rates the content of Core Bank Wealth Access as suitable for everyone.
How do people rate Core Bank Wealth Access?
Core Bank Wealth Access scores 3.00 out of 5 stars, from 2 ratings on the App Store.
Who made Core Bank Wealth Access?
Core Bank Wealth Access was developed by Core Bank. It is listed in the finance category on the App Store.
What are the best alternatives to Core Bank Wealth Access?
People looking at Core Bank Wealth Access also look at these finance apps: COREBANKOK, Proctor Bank, American Metro Bank Mobile, Tri-Star Trust Wealth Access, Trustar Bank Mobile Banking.
Store listing
By Core Bank, from the App Store
Description by Core Bank Written by the developer, not by AppBrain. Click to read.
Core Bank Wealth Access' 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.
Core Bank Wealth Access’ permissions based technology makes it easy to share info with advisors. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
IT’S EASY TO GET STARTED
Core Bank Wealth Access is available by invitation only, if you have not received your invitation please reach out to your Core Bank Advisor.
KEY WEALTH ACCESS FEATURES:
Core Bank Wealth Access automatically organizes all of your balance sheet and organizes your expenses. Core Bank Wealth Access is the industry’s leading PFM designed for high net worth clients that includes:
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 Core Bank Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
Investment Products are Not FDIC Insured. No Bank Guarantee. May Lose Value.