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 STARTED
Contact your Midland Wealth Management Wealth Advisor today. Midland Wealth Access automatically organizes your personal balance sheet, including assets and liabilities.
MIDLAND WEALTH ACCESS KEY FEATURES
Midland 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 access
Accessible from anywhere
Ability to update your information on the go
Client service team available to assist in aggregation setup and onboarding
Multi-generational wealth views
Fully integrated with the industry’s leading financial planning systems
Ability to store financial documents in a secure, digital vault
Shareable with bankers, accountants, lawyers and family members
Please note that Midland Wealth Access currently connects to US and international financial institutions. All reporting will be reported in local currencies.