CLIENTS

Wealth Access is transforming the way advisors communicate and engage with high net worth investors through elegant personal financial management technology.


SUCCESS STORIES

Archer Investment Management

RIA

AUM $50 MILLION
CUSTODIAN Schwab Advisor Services


“Wealth Access provides the most powerful aggregation tool I have found out there and will be a tremendous help in facilitating our financial planning process.”

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Atlanta Capital Group

RIA

AUM $1.4 BILLION
CUSTODIAN Schwab, Fidelity, NFS


“When we initially sit down with our clients to get them up and running on Wealth Access, all of their liquid assets are already loaded into the system from our Black Diamond platform. This integration makes it very easy for us and the clients to be able to get started.”

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Bridgewater Advisors

RIA

AUM $1.2 BILLION
CUSTODIAN Schwab Advisor Services


“Wealth Access is intuitive and easy to use, I’m looking forward to sharing the benefits with our entire client base.”

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Canterbury Consulting

RIA

AUM $13.2 BILLION
CUSTODIAN Schwab, Fidelity


“Wealth Access is a great addition to our suite of wealth management solutions. It allows us to shift resources away from information gathering and towards more collaboration with our clients and their networks of advisors, resulting in a measurable impact on the quality of service we provide.”

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Cloud Investments, LLC

Independent RIA

AUM $50 MILLION
CUSTODIAN N/A


“It was so much easier than I imagined. All we had to do was gather a list of the clients and the folks at Wealth Access linked them all for us. It was a true delight.”

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COVA Wealth Management

RIA

AUM $160 MILLION
CUSTODIAN Raymond James


“We know from talking with our clients that while not all of them have embraced new technology, there is a strong and growing group that looks to technology to help them manage their finances.”

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Greenover Group, LP

FAMILY OFFICE

AUM N/A
CUSTODIAN N/A


“Wealth Access aggregates data for us, so we can move our efforts from reconciling statements and entering data to reviewing asset allocation and making investment decisions.”

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Landmark Bank

BANK

AUM$3 Billion
CUSTODIAN N/A


“Having a compelling, fully functional client portal with account aggregation is table stakes, these days.”

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New England Private Wealth Advisors, LLC

RIA

AUM $1 BILLION
CUSTODIAN N/A


“Enhancing the client experience is paramount here at NEPWA,” said Rapaport. “Wealth Access is a great combination of technology and service that enables us to continue to deliver on that promise to our clients.”

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Peak Financial Advisors

RIA

AUM $129 MILLION
CUSTODIAN TD Ameritrade Institutional


“Wealth Access is the ideal solution for us and our clients. Particularly as we are strategically moving all of our technology into the cloud and facilitating mobile friendly capabilities.”

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Savant Capital Management

RIA

AUM $4.4 BILLION
CUSTODIAN Schwab Advisor Services and TD Ameritrade Institutional


“What makes it even better is that Wealth Access is truly a partner to us – not just a vendor.”

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Sterne Agee

TRUST COMPANY

AUM $399 MILLION
CUSTODIAN N/A


“While we have access to various services that consolidate our clients’ data, we found the Wealth Access team and service to be a real differentiator in this space.”

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Waddell Associates

RIA

AUM $771 MILLION
CUSTODIAN Schwab, Fidelity


“Every time we had a meeting with a client it was a hassle to pull together all of the information, statements, balances and outside holdings. As a result, we needed to look to technology to help streamline this process.”

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Westport Resources

RIA

AUM $604 MILLION
CUSTODIAN Pershing


“Westport Resources has always maintained a ‘client first’ mentality. Wealth Access has provided us with another tool for our clients. It’s something they want and a technology solution that allows us to better serve our growing Private Client Group.”

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WANT TO SEE HOW WE CAN HELP?

Wealth Access has allowed many firms to implement a Personal Financial Management technology with ease. Let us show you how we can assist your firm.

CONTACT

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

LOCATIONS:

+ NASHVILLE
CHICAGO
MILWAUKEE
ST. LOUIS
TAMPA

© 2017 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

© 2017 WEALTH ACCESS, INC., ALL RIGHTS RESERVED