Best-in-Class personal financial management (PFM) for financial advisors.

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WHAT IS WEALTH ACCESS

Wealth Access is the simplest, most comprehensive wealth reporting and investment monitoring software in the industry. Transform the investor/advisor relationship by providing a compelling and aggregated view of your clients’ entire balance sheet.

SERVICE

Outsourcing Partner with dedicated staff to onboard new clients to ensure a quality experience, resulting in a unique combination of software + service to save you time and resources.

SMART

Intelligent Aggregation includes feeds from 20k institutions, the hard to report on assets such as private investments, and deep integrations with portfolio accounting and financial planning systems.

SIMPLE

Customizable Client and Advisor portals present rich visualizations, including multi-generational views. Simple to use, updated daily, and viewable from anywhere at any time on any device.

SHARABLE

“Virtual Family Office” with the ability to share client information with other professionals and engage next generation family members, positioning you as the Quarterback of your clients’ relationships.

ON THE GO

Clients can access their entire wealth picture on the go. Wealth Access was designed to be mobile centric, resulting in an optimized experience anywhere, anytime, on any device, under your branding. Make your firm their homescreen.


YOUR VIRTUAL FAMILY OFFICE CONNECT TO THE NEXT GENERATION OF WEALTH

Wealth Access specializes in multi-generational wealth views of a family’s entire balance sheet. Designed for both individual family members and their authorized advisors, Wealth Access allows you to easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.

COMPILED
BALANCE SHEET VIEWS

Customizable balance sheet views in Wealth Access enables you to highlight and address focus areas of clients’ financial situations, saving you from the cumbersome task of compiling disparate financial statements while providing your clients a value-add service they can share with their banks or other institutions.

Your Outsourcing Partner

Professional, dedicated staff specialize in onboarding both your custodial accounts and your clients’ individual holdings, saving both you and your client valuable time. Get your clients up and running quickly through our unique combination of software and service.

A True Next Generation Experience

Offering a simplified and aggregated picture of your client’s net worth, Wealth Access includes integrations with your portfolio management and financial planning systems to help clients better understand what they and their next generation family members have, all while giving you opportunities to provide recommendations and offer advice on a holistic basis.

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© 2015 WEALTH ACCESS, INC., ALL RIGHTS RESERVED

CONTACT

SALES 866-612-0324
SERVICE 866-599-8889
INFO@WEALTHACCESS.COM

LOCATIONS:

+ NASHVILLE
DALLAS
NEW YORK
ST. LOUIS
TAMPA

© 2015 WEALTH ACCESS, INC., ALL RIGHTS RESERVED

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