Joel Bruckenstein’s Financial Planning Tech Survey 2015 yield surprising results reveal Wealth Access to be one of the top digital advisor platforms, commonly referred to as B2B robo-advisors. Joel stated, “We were somewhat surprised to see that, among our readers, Wealth Access was the most popular digital platform, with 14.1% of our respondents making use of it. We’re not knocking Wealth Access; we just were not aware that it was that popular.”
Wealth Access Unveils Transformative Solutions: One Wealth, One Bank, One Data, Powered by Integration Hub
Wealth Access, the leading technology provider in wealth data, is proud to announce its enhanced solutions designed to transform the banking industry: One Wealth, One Bank, One Data, powered by Integration Hub. This innovative offering empowers banks and credit unions...
