As well as investors, the cloud-based system also offers platforms specific to the needs of advisors and family offices.

Wealth Access aggregates all financial account information - including assets, liabilities, investments, real estate, insurance, private investments, bank accounts and credit cards - into one dashboard, providing an overall view of an investor’s net worth.

Investors can also set up separate login accounts in order to share information with one of their advisors.

David Benskin, who serves as chief executive, established the firm earlier this year. It operates in partnership with Thomson Reuters and Lipper.