--- title: Wealth Access Investor Portal Walkthrough description: The Wealth Access Investor Portal allows you to give clients a white-label, custom portal so they can see the big picture – and the details. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/15.jpg --- [Skip to content](https://blog.wealthaccess.com/wealth-access-investor-portal#main-content) [![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) 11/9/22, 12:00 AM # What Does the Wealth Access Investor Portal Look Like? [David Benskin](https://blog.wealthaccess.com/author/david-benskin) Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/wealth-access-investor-portal) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/wealth-access-investor-portal) [envelope icon](mailto:?body=https://blog.wealthaccess.com/wealth-access-investor-portal) High net worth investors bring an expectation that their advisors will provide them with deep insights, more frequent communication and instant access to their financial information. They may be risk-averse or aggressive investors, and want to know that their advisor is being vigilant in managing their money. One of the best ways modern advisors can provide that information is through the Investor Portal.  Bottom line: an Investor Portal that is available when the client is and is delivered through the client’s preferred channel is one of the most important tools you can provide to your high net worth clients.  The Wealth Access Investor Portal allows you to give your clients a highly configurable, private-labeled, and personalized experience that provides a complete balance sheet view while allowing investors to drill down into the details. Today, we want to look around the Wealth Access Investor Portal and show you how it can provide your clients (and your team) with the tools they need for a successful client relationship. ## Investor Portal Dashboard The dashboard provides clients with a summary view of their entire financial situation, giving them the ability to see where they stand at a glance. [![wealth access investor dashboard](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/investor-dashboard.gif?width=600&height=465&name=investor-dashboard.gif)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/investor-dashboard.gif) ## Balance Sheet The Balance Sheet tab pulls in the investor’s total financial situation, both managed and held away accounts, with the ability to drill down into details.  For instance, if an investor wants to look at a held-away retirement account, all of that information is available to them directly in the portal. They can see their holdings, historical values, asset allocation (with subcategories of asset classification), detailed transactions for each account and more. [![wealth access balance sheet](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/balancesheet-1.png?width=700&height=457&name=balancesheet-1.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/balancesheet-1.png) ## Portfolios The Portfolios tab provides detailed information on accounts, holdings and transactions across the client’s entire financial situation.  It can be viewed as a list: [![wealth access investor portal](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/balancesheet-2.png?width=800&height=529&name=balancesheet-2.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/balancesheet-2.png) Or categorized however the investor wants to view it: [![wealth access portfolios](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/portfolios.png?width=800&height=583&name=portfolios.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/portfolios.png) ## Cash Flow The Cash Flow tab provides a personal financial management tool that allows clients to track spending with categorized transactions. [![wealth access cash flow](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/cash-flow.png?width=800&height=551&name=cash-flow.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/cash-flow.png) ## Document Vault The client experience also includes a two-way, secure electronic document vault where documents can be automatically distributed, or they can be added by simply dragging and dropping them in. [![wealth access document vault](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/document-vault.png?width=800&height=577&name=document-vault.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/document-vault.png) The Document Vault includes an integration with DocuSign so advisors and clients can sign and share documents back and forth.  ## Reports The Reports tab features a powerful custom reporting tool that allows clients to create reports on demand: [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/reports1.png?width=800&height=539&name=reports1.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/reports1.png) Or the advisor can schedule reports to be automatically generated and delivered to a client at their chosen frequency. [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/reports2-1024x238.png?width=1024&height=238&name=reports2-1024x238.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/reports2.png). However they are delivered, clients receive a clear, easy-to-read report that helps them understand and feel in control of their financial situation.  [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/reports3.png?width=800&height=575&name=reports3.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/reports3.png) ## Mobile Experience The Wealth Access Investor Portal is a truly omnichannel tool, providing you with a white-labeled app your clients can download, giving them access to their portal on their phone or tablet, in addition to the browser version. [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/portal-mobile.gif?width=486&height=906&name=portal-mobile.gif)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/portal-mobile.gif) ### Cash Flow [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/cashflow-mobile.png?width=718&height=646&name=cashflow-mobile.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/cashflow-mobile.png) ### Document Vault The mobile experience even allows total access to a client’s important documents in the secure Document Vault.  [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/document-vault-mobile.png?width=736&height=854&name=document-vault-mobile.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/document-vault-mobile.png) ### Reports Clients can also generate and view reports directly in the mobile app, giving them a complete view of every aspect of their financial life – even on the go.  ## Want to See the Wealth Access Investor Portal for Yourself? [Click here to schedule a demo today](https://www.wealthaccess.com/contact/)! [Client Experience](https://blog.wealthaccess.com/tag/client-experience) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?height=200&name=Untitled%20design%20(3)-1.png)](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access Wins 'Wealthies' Award for Best Client Portal](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/19/23, 10:15 AM We are thrilled to announce that Wealth Access has won WealthManagement.com’s 'Wealthy”' award for... [Read more](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/chatter-4.jpg?height=200&name=chatter-4.jpg)](https://blog.wealthaccess.com/chatter-about-wealth-access-at-junxure) [News](https://blog.wealthaccess.com/tag/news) ## [Chatter About Wealth Access at Junxure](https://blog.wealthaccess.com/chatter-about-wealth-access-at-junxure) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/16/14, 11:48 AM We were able to showcase our client portal, account aggregation capabilities and multi-generational... [Read more](https://blog.wealthaccess.com/chatter-about-wealth-access-at-junxure) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Wealth-Access-Partners-with-SSG-Image-1068-by-373-2.jpg?height=200&name=Wealth-Access-Partners-with-SSG-Image-1068-by-373-2.jpg)](https://blog.wealthaccess.com/fis-selects-wealth-access-for-account-aggregation-client-portal-and-mobile-reporting-platform) [News](https://blog.wealthaccess.com/tag/news) ## [FIS Selects Wealth Access For Account Aggregation, Client Portal and Mobile Reporting Platform](https://blog.wealthaccess.com/fis-selects-wealth-access-for-account-aggregation-client-portal-and-mobile-reporting-platform) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 12/15/15, 4:25 PM FIS Selects Wealth Access Financial Management Platform for Account Aggregation, Client Portal and... 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