Linden Thomas & Company App Reviews
Linden Thomas & Company App Description & Overview
What is linden thomas & company app? From Linden Thomas & Company, 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 anytime. 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.
Linden Thomas & Company 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.
Linden Thomas & Company 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
Linden Thomas & Company is available by contacting your wealth advisor today.
Wealth Access automatically organizes all of your balance sheet and organizes your expenses.
KEY Linden Thomas & Company FEATURES:
Linden Thomas & Company 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 Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf
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Linden Thomas & Company 1.1 Tips, Tricks, Cheats and Rules
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Linden Thomas & Company 1.1 Apps Screenshots & Images
Linden Thomas & Company iphone, ipad, apple watch and apple tv screenshot images, pictures.
Language | English |
Price | Free |
Adult Rating | 4+ years and older |
Current Version | 1.1 |
Play Store | com.wealthaccess.ltc |
Compatibility | iOS 14 or later |
Linden Thomas & Company (Versiyon 1.1) Install & Download
The application Linden Thomas & Company was published in the category Finance on 20 January 2019, Sunday and was developed by Linden Thomas & Company [Developer ID: 1449864037]. This program file size is 1.21 MB. This app has been rated by 14 users and has a rating of 1 out of 5. Linden Thomas & Company - Finance app posted on 10 May 2022, Tuesday current version is 1.1 and works well on iOS 14 and higher versions. Google Play ID: com.wealthaccess.ltc. Languages supported by the app:
EN Download & Install Now!App Name | Score | Comments | Price |
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Find on this site the customer service details of Linden Thomas & Company. Besides contact details, the page also offers a brief overview of the digital toy company.
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Linden Thomas & Company Comments & Reviews 2024
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