Webinar

For firms with 1st Global affiliation, please join us as Wealth Access VP of Sales, Ellen Murphy, discusses the importance of providing clients with a digital experience. She will talk about how Wealth Access, a 1st Global approved vendor, can provide more value to your prospects, uncover areas for growth, and ultimately grow your business.

Join partners First Rate and Wealth Access on a webinar where we discuss our integration and how the platforms work together to provide a seamless digital client portal experience.