CCB Wealth Access 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 CCB Wealth Access dashboard provides data updated daily to track trends and manage your cash flow.
CCB 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.
CCB 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
CCB Wealth Access automatically organizes all of your balance sheets and expenses, and is available by contacting your wealth advisor today.
KEY CCB WEALTH ACCESS FEATURES:
• 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 CCB Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.