Midland Wealth Access

Features Midland Wealth Access

Midland Wealth Access provides a clear, simple 360° financial view of your total portfolio – anywhere, anytime.
Dashboard updates daily to track trends and manage your cash flow.
See recent trades, current holdings, account transactions and more.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 your assets and liabilities into one secure platform.Permissions-based technology makes it easy to share info with your advisor and ensure you’re always tracking your financial goals.
Connect with your advisor and better manage your financial life.
Available for select Midland Wealth Management clients.IT’S EASY TO GET STARTEDContact your Midland Wealth Management Wealth Advisor today.
Midland Wealth Access automatically organizes your personal balance sheet, including assets and liabilities.MIDLAND WEALTH ACCESS KEY FEATURESMidland Wealth Access is the industry’s leading Personal Financial Management tool designed for high net worth clients.
Key features include:View entire portfolio Simplified reporting and accessAccessible from anywhereAbility to update your information on the goClient service team available to assist in aggregation setup and onboardingMulti-generational wealth viewsFully integrated with the industry’s leading financial planning systemsAbility to store financial documents in a secure, digital vaultShareable with bankers, accountants, lawyers and family membersPlease note that Midland Wealth Access currently connects to US and international financial institutions.
All reporting will be reported in local currencies.