Welcome to The Wealth Council App!
This platform was developed to provide clients of The Wealth Council a 360 view of their finances – automatically updated each day.
Using the App simplifies client’s financial life by connecting with financial institutions to sync asset and liability balances, holdings and transaction history also in assisting in tax reporting preparation.
The Wealth Council Dashboard is secure and uses bank level security to build direct feeds from financial institutions. It displays the information in a clean sleek look summarizing a consolidated view of net worth as well as robust reporting of portfolio performance and associated fees without the need of browsing through multiple accounts.
To date, there is integration with over 100+ Canadian Banking and Financial Institutions, with the functionality to connect public, private, traditional and alternative investments, insurance, mortgages and debts, cash and bank accounts.
This app is for the exclusive use of The Wealth Council client base and their families.