Wealth Management Solutions
Get complete relationship views that improve your financial advice.
Your clients trust you with their entire financial life. Exceed their expectations and deliver personalized value with speed and ease.
Consolidate your clients’ lives
Your financial advice is only as good as the data fueling it. Wealth Access gives you industry-leading aggregation capabilities so you can view all of a household’s assets in a single view and know for certain you’re advising on the complete picture.
See entire relationships at once
Every aspect of Wealth Access is created to give you complete customer data, so you can truly understand their needs. You can equip your team to deliver hyper-personalized experiences that win trust, facilitate adoption, and build deep relationships.
Make decisions that grow your firm
Having more complete data at your fingertips means the ability to make business decisions with clarity. Whether you’re planning-led or investment-focused, the data insights you can find in Wealth Access can help you uncover opportunities for your relationships to expand into other areas of your firm.
Put your advice in their hands
The Wealth Access app is with your clients wherever they go. Customizable to your brand, clients can aggregate their financial accounts and view insights from anywhere.
“Strategically, we need a complete view of our clients’ entire financial situations. Wealth Access is committed to continuing to innovate, which keeps us on the forefront of being able to deliver our service promise to our clients.”
Brent Brodeski
Chief Executive Officer
“Wealth Access provides the technology for us to create well-rounded client experiences. Instead of clients guessing about their spending habits, we can provide complete financial insights in a single login under our brand.”
Adam Birenbaum
Chief Executive Officer
“The Wealth Access portal is the hub for all client financial data. It creates a space online where clients can see performance, view all their information and access integrated apps like financial planning.”
Don Seacrest
SVP, OPERATIONS
Level Up Your Wealth Management Business
Call Wealth Access today and see how your client relationships can improve.
