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5.0Wealth Management Services & Solutions For Financial Goals | First Citizens Bank 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.
