Data aggregation’s ROI for advisers

Data aggregation’s ROI for advisers

Suleman Din / Financial Planning Advisers are being exhorted to use data aggregation tools as a means to better understand their clients’ financial behavior.  But there’s a tangible ROI for using data tools also, says the head of one aggregation firm — about $2,000 in new revenue per client, he claims. “We knew we were…Continue Reading

First rate announces partnership with Wealth Access to provide wealth management firms with an enhanced digital presence

First rate announces partnership with Wealth Access to provide wealth management firms with an enhanced digital presence

This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions provider. It allows for on-demand reporting in a digital experience that is unmatched in the industry. First Rate, a leading provider of wealth management solutions, and Wealth Access, an enterprise platform that helps high…Continue Reading

Wealth Access Releases Research Results on the Business Benefits of Account Aggregation

Wealth Access Releases Research Results on the Business Benefits of Account Aggregation

Return on investment for advisors is a stunning $240,000 per firm in annual new revenues, equating to $2,000 per client. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the results of industry research designed to quantify the power of account aggregation. According to the research study, conducted in…Continue Reading

Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative

Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative

Wealth Access “Intelligent Aggregation” provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the launch of its next generation, Intelligent Aggregation enterprise-level platform, as well as the hiring of Jeff Bloedorn to…Continue Reading

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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