Welcome to Community Trust and Investment Company’s Wealth Access. See your most recent trades, transactions, and 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 assist you in managing cash flow.
Wealth Access Intelligent Aggregation links to over 20,000 institutions through multi-tiered data sources. This provides a complete data aggregation engine with the power to aggregate all your assets and liabilities, regardless of where they are held, into one secure platform for ease in viewing and managing your finances. Once other accounts have been added, Wealth Access automatically organizes all of your balance sheet and expense items.
Wealth Access’ permissions-based technology makes it easy to share data with your CTIC advisor. By sharing information and working closely with your advisor, you can ensure that you are always closely tracking your financial goals. It’s easy to get started. Simply contact your CTIC Wealth Advisor or Relationship Manager.
Wealth Access is the industry’s leading Personal Financial Management tool providing high net worth clients the following advantages:
Continually updated portfolio views
Simplified reporting and access
Accessibility from anywhere
A service team to assist in aggregation set-up, onboarding and general questions
Multi-generational wealth views to aid in planning
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with your bankers, accountants, attorneys and family members
Connects to US and international financial institutions, reporting in ‘local currencies.