Client Portal & Digital Account Access
Secure Client Access, Portfolio Visibility, and Digital Account Services
Deliver secure digital access to portfolios, holdings, transactions, performance reporting, investment documents, and account services through a client portal powered by GlobalWealthES™.
Secure Client Portal & Account Access
GWAccess extends GlobalWealthES™ beyond the advisor desktop by providing clients with secure online access to investment and trust account information across desktop and mobile devices.
Built on GlobalWealthES™, the portal delivers portfolio information, holdings, transactions, performance reporting, document access, and intraday pricing through a modern digital experience supported by enterprise-grade security.
Core Operational Capabilities
Secure Digital Account Access
Provides authenticated access to investment and trust accounts through desktop and mobile platforms with secure login and multi-device support.
Portfolio & Performance Monitoring
Enables clients to review portfolio holdings, asset allocation, market value, performance history, gain/loss summaries, and account activity from a single dashboard.
Transactions & Document Access
Allows clients to search transactions, review pending trades, monitor tax lots, and access account reports and supporting documents online.
Integrated Client Experience
Built on GlobalWealthES™ to deliver end-of-day and intraday account information through a unified digital experience secured with encryption and optional two-factor authentication.
Request a Demonstration of GWAccess
Explore how GWAccess delivers secure client access, portfolio visibility, and digital account services through GlobalWealthES™.