Wealth management clients demand and deserve true collaboration with their trusted advisors. Investors are confronted with fragmented information, and their advisors spend too much time and effort compiling information from multiple sources into useful spreadsheets. After thirteen years in the wealth management profession, I had seen software come and go, but nothing helped me or my clients gain a holistic view and make better, more collaborative decisions. Wealth Access was born to solve this problem.
We believe transparency, simplicity and comprehensive reporting will transform advisors' relationships with their clients.
The value of any advisory relationship lies in the people, not the software. Financial advisors, high net worth investors, and family offices benefit from a tool designed for collaboration. Investors can gain a clear understanding of their balance sheet, have intelligent conversations with trusted advisors and make informed decisions. Advisors are able to differentiate themselves, strengthen relationships with their clients and provide better advice.
Wealth Access is an innovative, low-cost, high-service financial reporting platform that provides a clear, complete and simple view for investors and advisors. We enable investors to work with their network of advisors, getting everyone on the same page to make better wealth management decisions and effectively plan for the future.
Since our founding, we have become one of the fastest growing wealth management platforms in America because we put software to work for you. We built a software platform that we would want to use. We've found that a growing network of people share this vision. Our network includes high net worth investors, RIA's, single and multi-family offices, banks, accounting firms and lawyers.
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Founder & CEO - Wealth Access
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Wealth Access is the only software designed for Wealth Management
Professionals and their clients to collaborate in real-time.
Checking, savings, brokerage, retirement, mortgages and loans. We all lead complex financial lives. Wealth Access aggregates information from over 20,000 financial institutions and other sources helping investors and their advisors make smarter decisions about finances.
Wealth Access provides investors with a holistic view of their money. Now there's a simple way to see it all in one place.
Wealth Access makes sharing financial information among investors and their advisors easy and effective. With linked accounts, a clear and complete picture of the investor's net worth emerges. Permission-based access ensures that the investor remains in control of the information.
Wealth Access offers a complete wealth dashboard that's easy to understand and easy to view anywhere,
in real time.
We have the ability to connect and aggregate performance metrics from over 20,000 financial institutions and other sources, more than any other service.
We empower collaboration among advisors to view and better understand a client's total wealth picture and make more informed recommendations.
We deliver state of the art privacy, protecting investors from third party access.
Setup and onboarding is painless for advisors, and we provide concierge-level service to investors and advisors for setup and access.
Investors own their financial information.
All key legal and financial documents are stored in a secure location, easily accessible by authorized users anywhere.
For multi-generational family portfolios, Estate Wealth Access offers controlled, multi-level access for individual family members and their authorized advisors.
"The dashboards facilitate decision making by allowing me to view our entire portfolio - both consolidated and by entity - at a glance. Wealth Access aggregates data for us, so we can move our efforts from reconciling statements and entering data to reviewing asset allocation and making investment decisions."
"I believe Wealth Access will revolutionize our industry by providing full transparency and communication between investors and their trusted advisors. We find this especially powerful for multi-generational families with complicated financial pictures."
"Wealth Access is a great addition to our suite of wealth management solutions. It allows us to shift resources away from information gathering and towards more collaboration with our clients and their networks of advisors, resulting in a measurable impact on the quality of service
"We partner with Wealth Access as a means to introduce wealth management services to our high net worth clients, and to better understand their comprehensive financial picture."
"Wealth Access gives me a comprehensive, detailed picture of my financial life all on one platform. It is user friendly and enables me to interact effectively with multiple advisors."
"The comprehensive, well-organized data from Wealth Access has deepened our client relationships by providing clarity into the details of their financial lives. With the ease of access to this information, we have provided our clients valuable reporting and more efficient, thorough financial planning."
Organize complicated information into one easy to use and understand view.
Unify fragmented information. Track entire portfolios across multiple financial institutions and asset classes.
Reduce time and hassle compiling information from paper sources.
Communicate with multiple advisors in one comprehensive platform.
Better understand your clients' needs to offer a superior level of service and differentiate your practice from others.
Establish true collaboration with your clients and their other advisors. Become involved in every aspect of your client's portfolio.
Founded in 2011, Wealth Access, Inc. is an online platform that helps high net worth individuals and their advisors better manage wealth. Developed by a former advisor with expertise in the complexities of high net worth individuals and knowledge of technology from an advisor's perspective, Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital "dashboard." Access to this secure dashboard is sharable to all an investor's advisors, enabling clearer understanding of complex portfolios in the management of individual and multi-generational wealth. In 2012 Wealth Access, Inc. became one of the fastest growing wealth management platforms in America.
Formerly First Vice President - Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.
Ken comes to Wealth Access after working as Director of Development at Vitera Healthcare Solutions. Prior to that, Ken served in management roles with Sage, National Parts Depot and The University of Florida.
Prior to joining Wealth Access, Craig was a Director of Institutional Equity Sales at Avondale Partners. He also worked as a Managing Director at FTN Equity Capital and a Vice President of Equity Sales at Prudential Equity Group. Craig is a Chartered Financial Analyst.
Gene joined Wealth Access after serving as Chief Product Officer for Interactive Advisory Software. Gene began his career at Investment Scorecard and moved to management roles at Juris and Puresafety. Gene earned a B.S. in Finance from Auburn University and an MBA from Vanderbilt University Owen Graduate School of Management.