Wealth Access

Wealth Access Mobile

Mayelana nalolu hlelo lokusebenza

Kusuka ku-Wealth Access, Inc., ipulatifomu edume kakhulu yedijithali ebekwe endaweni engu- # 1 Online Advice Solution in the 2015 Financial Planning Technology Survey: Inikeza indlela ecacile, ephelele nelula yokuthi ubuke ibhalansi sheet yakho kusuka noma yikuphi nganoma yisiphi isikhathi. Bona ukuhwebelana kwakamuva kakhulu nokuthengiselana kuma-akhawunti akho, ukubanjwa kwamaphothifoliyo kwamanje futhi usebenzise amandla okubuyekeza imininingwane yakho usohambeni. Ideshibhodi Yokufinyelela Wealth inikeza idatha evuselelwa nsuku zonke ukulandelela izitayela nokuphatha ukuhamba kwemali kwakho.

Ukuxhumana kwe-Wealth Access 'Intelligent Aggregation kuxhuma ezikhungweni ezehlukene ezingaphezu kwezingu-20 000 ngemithombo yemininingwane emide, ukuhlinzeka ngenjini ephelele yokuhlanganisa idatha namandla okuletha zonke izimpahla nezikweletu zakho kungxenyekazi eyodwa ephephile.

Ubuchwepheshe obususelwa kuzimvume be-Wealth Access benza kube lula ukwabelana ngolwazi nabeluleki. Ngokusebenza nomeluleki wakho ungaqinisekisa ukuthi uhlala ulandela imigomo yakho yezezimali. Iba nezingxoxo zesikhathi sangempela nomeluleki wakho ukuphatha impilo yakho yezezimali.

KULULA UKUQALA
Ukutholakala Kwezimpahla kuyatholakala ngokuxhumana nomeluleki wakho wezomnotho namuhla.
I-Wealth Access ihlela ngokuzenzakalela yonke ibhalansi yakho bese ihlela izindleko zakho.

EZIPHUMA ZOKUTHOLAKALA KOMNOTHO:

I-Wealth Access yi-PFM ehamba phambili embonini eyenzelwe amaklayenti aphezulu wenani afaka phakathi:

Buka yonke iphothifoliyo ngesikhathi sangempela
Ukubika okwenziwe lula nokufinyelela
Iyafinyeleleka kusuka noma yikuphi
Ithimba lezinsizakalo zamakhasimende elizosiza ekumisweni kokuhlanganiswa nasekugibeleni
Ukubukwa kwengcebo yezizukulwane eziningi
Kuhlanganiswe ngokuphelele nezinhlelo ezihola phambili zokuhlela ezezimali embonini
Amandla okugcina imibhalo yezezimali endaweni evikelekile, yedijithali
Iyabiwa nababhange, ama-Accountants, abameli kanye namalungu omndeni

Uyacelwa ukuthi uqaphele ukuthi i-Wealth Access okwamanje ixhuma kwizikhungo zezezimali zase-US nakwamanye amazwe. Konke ukubikwa kuzobikwa ngezimali zendawo.