Kings Path OneView Portal
The Kings Path OneView Portal provides clients with a comprehensive, real time personal balance sheet accessible from anywhere at any time. You can see all your assets and liabilities (bank accounts, investment accounts, credit cards, mortgage balances, etc.) as well as view current portfolio holdings, recent trade activity and transaction history in your personalized dashboard, which is updated daily to help you easily track trends and manage your cash flow.
Kings Path 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 Kings Path OneView Portal is secure and permissions based which makes it easy to share information that you want to share and keep private information, private.
Key Features
• Comprehensive, real time personal balance sheet
• Accessible from anywhere
• Client service team to assist in aggregation set-up and onboarding
• Fully integrated with the industry’s leading financial planning systems
• Ability to store financial documents in a secure, digital vault
• Shareable with Bankers, Accountants, Lawyers and Family Members
It’s Easy to Get Started
The Kings Path OneView Portal is available by contacting your Advisor who will provide you with a login and guide you through the set up.