Unlock Your Financial Future with First Citizens Wealth Access

First Citizens Wealth Management proudly collaborates with Wealth Access, Inc. to introduce First Citizens Wealth Access, an innovative financial planning tool designed to provide a comprehensive overview of your personal balance sheet. Accessible anytime and anywhere, this platform empowers you to take control of your financial journey.

Comprehensive Portfolio Management

With First Citizens Wealth Access, you can effortlessly monitor your entire portfolio, including the latest transactions across all your accounts. The customizable dashboard allows you to tailor your view, ensuring that you have instant access to the information that matters most to you. Daily updates help you track trends and manage your cash flow, complementing the personalized support from your dedicated First Citizens team.

Seamless Collaboration with Your Financial Team

One of the standout features of First Citizens Wealth Access is its permissions-based technology, which simplifies the process of sharing information with your financial advisors. This functionality ensures that you remain aligned with your financial objectives and facilitates real-time discussions with your team, enhancing your ability to manage your financial life effectively.

Advanced Intelligent Aggregation Technology

Our cutting-edge Intelligent Aggregation technology connects with over 20,000 financial institutions through multi-tiered data sources. This powerful account aggregation engine consolidates all your assets and liabilities into one secure platform, providing a holistic view of your financial landscape. Recognized as the most popular Online Advice Solution in the 2015 Financial Planning Technology Survey, this tool is designed to meet the needs of discerning clients.

Getting Started is Simple

Initiating your journey with First Citizens Wealth Access is straightforward. Reach out to your wealth relationship manager today to get started. This platform automatically organizes your balance sheet and categorizes your expenses, making financial management easier than ever.

Key Features of Wealth Access

Wealth Access stands out as the premier personal finance management tool tailored for high-net-worth clients. Here are some of its key features:

• Real-Time Portfolio Viewing: Access your entire portfolio in real time, ensuring you stay informed about your investments.
• Simplified Reporting: Enjoy easy access to comprehensive reports that simplify your financial overview.
• Accessibility: Use the platform from anywhere, providing flexibility in managing your finances.
• Dedicated Client Service Team: Receive assistance with aggregation setup and onboarding from our expert team.
• Multi-Generational Wealth Views: Gain insights into wealth management across generations.
• Integration with Leading Financial Planning Systems: Benefit from seamless integration with top financial planning tools.
• Secure Digital Vault: Store your financial documents safely in a secure, digital vault.
• Shareable Access: Easily share your financial information with bankers, accountants, lawyers, and family members.

It’s important to note that Wealth Access currently connects to both US and international financial institutions, with all reporting provided in local currencies. This ensures that you have a comprehensive view of your financial situation, regardless of where your assets are located.

Conclusion: Take Control of Your Financial Future

With First Citizens Wealth Access, you gain access to a powerful financial management tool that not only simplifies your financial life but also enhances collaboration with your financial team. By leveraging advanced technology and personalized support, you can confidently navigate your financial journey and achieve your goals. Don’t wait—contact your wealth relationship manager today to unlock the full potential of your financial future.