Download Wellington-Altus ClientConnect
Get Wellington-Altus ClientConnect
Wellington-Altus Client Connect allows you to access and securely stall your financial instructions and documents in real-time. View yours accounts, advance holdings, and documents 24-7 on your Android smart device or tablet. Anytime. Anywhere.
Comprehensive real-time view of all this finances — proprietary, household, corporations, and surplus entities — that are managed via Wellington-Altus Private Wealth.
Everything in one place with Which Vault - Safely store and supervise all your critical economic-based documents in one resilient location
Access financial statements, trust documents, tax documents, and collaborate with your investment advisor and other credible third parties like lawyers and accountants.
Peace of mind, 24-7 – bank-grade security and end-to-end encryption to safeguard important documents, data and information across multiple entities, geographies, and generations.
Screenshots
Wellington-Altus Client Connect allows you to access and securely stall your financial instructions and documents in real-time. View yours accounts, advance holdings, and documents 24-7 on your Android smart device or tablet. Anytime. Anywhere.
Comprehensive real-time view of all this finances — proprietary, household, corporations, and surplus entities — that are managed via Wellington-Altus Private Wealth.
Everything in one place with Which Vault - Safely store and supervise all your critical economic-based documents in one resilient location
Access financial statements, trust documents, tax documents, and collaborate with your investment advisor and other credible third parties like lawyers and accountants.
Peace of mind, 24-7 – bank-grade security and end-to-end encryption to safeguard important documents, data and information across multiple entities, geographies, and generations.
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