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

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WHAT IS WEALTH ACCESS

Wealth Access is transforming the way financial services companies support their advisors with client experience, DOL, and mobile tools to succeed in the new wealth management era.

SMART

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

SIMPLE

Configurable Client and Advisor portals present rich visualizations out of the box, or leverage our 50+ plug and play component- based widgets integrated with your proprietary or 3rd party applications.

SCALABLE

Superior Client Experience technology increases engagement, fueling growth, improves advisor productivity - providing enterprises with a complete platform.

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.

MOBILE NOW

Clients can access their entire wealth picture on the go from your branded App available via Apple iOS and Google play. Wealth Access is a complete mobile-enabled portal, resulting in an optimized experience anywhere, anytime, on any device, under your branding. Make your firm their homescreen.

YOUR VIRTUAL FAMILY OFFICE CONNECTION 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.

ENTERPRISE FIRM WIDE DASHBOARD

Rolls up client, advisor and portfolio information, showing both home and away assets, alerts for money movement, and rebalancing opportunities.

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© 2016 WEALTH ACCESS, INC., ALL RIGHTS RESERVED

CONTACT

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

LOCATIONS:

+ NASHVILLE
CHICAGO
MILWAUKEE
ST. LOUIS
TAMPA

© 2016 WEALTH ACCESS, INC., ALL RIGHTS RESERVED