First Citizens Wealth Access
First Citizens Wealth Access is made and published by First Citizens Bank. AppBrain is an independent app data site and isn't affiliated with First Citizens Bank. The app name, icon, screenshots and description belong to First Citizens Bank and are shown as published on the App Store.
AppBrain's verdict
Established- Rating on App Store
- 5.00
- 1 ratings
- Last updated
- August 2, 2024
It doesn't have enough ratings yet to judge what users think.
Rankings
App Store top chartsApp Store Rankings for First Citizens Wealth Access
Competitors
Similar apps and more from First Citizens BankAlternatives to First Citizens Wealth Access
More from First Citizens Bank
Releases
Updates seen on the App Store- Version
- 1.3
- Launched
- June 2020
No changelog data
User feedback
Ratings and reviews on the App StoreComments on First Citizens Wealth Access for iOS
We don't have enough comments to show example comments. Please check back later.
Technology
Found in the app by AppBrain- Price
- Free
- App size
- 1.58 MB
- Content rating
- Everyone
Technologies used by First Citizens Wealth Access
About the app and developer
About First Citizens Wealth Access
First Citizens Wealth Access is a finance app developed by First Citizens Bank.
User Ratings
First Citizens Wealth Access is rated 5.00 out of 5 stars. The rating is based on one rating ratings.
App Information
First Citizens Wealth Access is freely available from the App Store. The app size is 1.58 MB. The latest version available is 1.3. The last update was on August 2, 2024.
Technical Requirements
The app has a content rating of Everyone. The app has been available on the App Store since June 2020.
Developer information for First Citizens Bank
Address:
Frequently asked questions about First Citizens Wealth Access
Is First Citizens Wealth Access free?
Yes. First Citizens Wealth Access is free on the App Store.
Is First Citizens Wealth Access still available?
Yes. First Citizens Wealth Access is on the App Store, and the last update we saw was on August 2, 2024.
How large is First Citizens Wealth Access?
First Citizens Wealth Access is 1.58 MB.
Is First Citizens Wealth Access suitable for children?
App Store rates the content of First Citizens Wealth Access as suitable for everyone.
How do people rate First Citizens Wealth Access?
First Citizens Wealth Access has one rating of 5.00 stars on the App Store.
Who made First Citizens Wealth Access?
First Citizens Wealth Access was developed by First Citizens Bank. It is listed in the finance category on the App Store.
What are the best alternatives to First Citizens Wealth Access?
People looking at First Citizens Wealth Access also look at these finance apps: Wealth Access Mobile, ANB Asset Management, INTRUST Wealth, Fulton Private Bank Online, Haverford Direct.
Store listing
By First Citizens Bank, from the App Store
Description by First Citizens Bank Written by the developer, not by AppBrain. Click to read.
First Citizens Wealth Management is proud to partner with Wealth Access, Inc. to bring you First Citizens Wealth Access. This intuitive financial planning tool provides a complete holistic picture of your entire personal balance sheet analysis from anywhere at any time.
Through First Citizens Wealth Access, view all of your current portfolio holdings and most recent transactions on each of your accounts. You can customize your view and update information instantly. The Wealth Access dashboard provides daily updates to track trends and manage your cash flow as a complement to your personal relationship with your First Citizens team.
First Citizens Wealth Access includes permissions-based technology to make it easy to share information with your financial team. This helps ensure that you’re always in tune with your financial goals and allows you to have real-time conversations with your team to better manage your financial life.
Our Intelligent Aggregation technology links over 20,000 different institutions through multi-tiered data sources, providing a complete account aggregation engine with the power to integrate all of your assets and liabilities in one secure platform. This financial management tool from Wealth Access, Inc. was ranked most popular Online Advice Solution in the 2015 Financial Planning Technology Survey.
IT’S EASY TO GET STARTED
First Citizens Wealth Access is available by contacting your wealth relationship manager today.
First Citizens Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY WEALTH ACCESS FEATURES:
Wealth Access is the industry’s leading personal finance management tool 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 Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.