Trinity Capital Management, LLC has partnered with Wealth Access, Inc. to provide our clients clarity through a Living Balance Sheet via the industry’s leading Personal Financial Management tool, ranked #1 Online Advice Solution in the 2015 Financial Planning Technology Survey.
Trinity Wealth Access provides a clear, complete and simple way for you to view your personal balance sheet from anywhere at any time. See current values of all assets, cash balances, portfolio detail, and the latest transactions across all accounts, and leverage the ability to update your information on the go. The dashboard provides data updated daily to track net worth trends and manage your cash flow.
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 all your assets and liabilities into one secure platform. Manual entry is available for closely held business interests, homes, and other real property.
Permissions based technology makes it easy to share information with Trinity, CPAs, lawyers, or family members. Have real time conversations with your advisor to manage your financial life and keep your wealth aligned with your personal values and goals.
IT’S EASY TO GET STARTED
Trinity Wealth Access is available by contacting your advisory team today.
The platform automatically organizes your Personal Balance Sheet – all assets and liabilities - as well as your expenses into one, secure, yet easily accessible location.
KEY FEATURES
Designed for high net worth clients, capabilities include:
View of total net worth in real time
Simplified reporting for maximum clarity
Securely Accessible from anywhere via phone, tablet, or browser
Multi-generational wealth views
Full integration with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with Accountants, Lawyers, and Family Members, all at your discretion
Client service team to assist in aggregation set-up and onboarding
Please note that Wealth Access connects to both US and international financial institutions. All reporting will be reported in local currencies.
To learn how Wealth Access protects your privacy, please visit
https://v2.wealthaccess.com/Content/policies/WA%20-%20Privacy%20Policy.pdf