Waypoint Wealth Partners

Features Waypoint Wealth Partners

WAYPOINT INTELLIGENT PORTAL The Waypoint Intelligent Portal provides clients with a clear, complete and simple way to view your personal balance sheet from anywhere at any time.
You can see all your bank accounts, investment accounts, credit cards, and mortgage balance as well as view current portfolio holdings, recent trade activity and transaction history.
Your dashboard is updated daily to help you easily track trends and manage your cash flow.
Waypoint Wealth Partners has partnered with Wealth Access, one of the industry leading mobile technology companies, to provide links to over 20,000 different institutions through multi-tiered data sources which serve to provide a complete data aggregation engine with the power to bring in all your assets and liabilities in one secure platform.
The Waypoint Intelligent Portal is secure and permissions based which makes it easy to share information that you want to share and keep private information, private.
IT’S EASY TO GET STARTEDThe Waypoint Intelligent Portal is available by contacting your Waypoint Advisor who will provide you with a login and guide you through the set up.
KEY FEATURES • View financial accounts in real time• Accessible from anywhere • Ability to store financial document in a secure, digital vault • Shareable with Bankers, Accountants, Lawyers and Family Members• Fully integrated with Waypoint’s financial planning software• Client service team to assist in aggregation set-up and onboarding