The ANB Asset Management app provides a clear and complete snapshot of your personal net worth. See a comprehensive overview of all of your assets and liabilities, current portfolio holdings, and the most recent trades and transactions on your accounts. The ANB Wealth Access dashboard provides daily updates for easy collaboration with your ANB Asset Management team. The permissions-based technology makes it easy to share information with your advisors to help assess and manage your financial goals.
View entire portfolio in real time
Simplified reporting and access
Accessible from anywhere
Ability to store financial documents in a secure, digital vault
IT’S EASY TO GET STARTED
ANB Wealth Access provides a great combination of technology and service. For information on how to set up your access, please contact your ANB Asset Management team today.