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

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

Are You Set to Embrace Automation for Your Client’s Sake?

Are You Set to Embrace Automation for Your Client’s Sake?

Originally written by David Benskin for Financial Advisor IQ on April 28, 2016 Now that robo advisors are a mainstay on the wealth management technology landscape, new strategic questions arise for human advisors, broker-dealer technology executives and, really, anyone running a financial-service business these days. And that fundamental question is: how can legacy firms embrace the…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