Partnership underscores Cetera's focus on helping advisors and financial institutions deliver a differentiated and highly personalized experience to clients and members Partnership provides a leading industry solution to bridge all aspects of a client's financial...

FinTech veteran brings experience to support growth, new platform initiatives  NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial...

NASHVILLE, Tenn.--Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Marrying A.I. and Your Digital Experience: A...

NASHVILLE, Tenn., Oct. 18, 2023 – Wealth Access, the leading customer data insights platform, announced it has been selected as a finalist in the Financial Services Market Mover category for the Nashville Entrepreneur Center’s 2023 NEXT Awards.   The NEXT Awards...

NASHVILLE, Sept. 19, 2023 -- Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access's commitment to...

Bank Business News, September 25, 2023 A recent report from Coldwell Banker forecasts Gen Xers and Millennials will receive more than $68 trillion in inheritance passed down from Baby Boomers. This indicates the largest inter-generational wealth transfer in history,...

Provider to present 7-minute live demo showcasing platform's ability to enrich and unify financial data for more than 2,000 conference attendees NASHVILLE, August 30, 2023 -- Wealth Access, the leading customer data insights platform that unifies and enriches data to...

NASHVILLE, June 21, 2023 --  Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in...

Finovate, August 22, 2023 Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data. Read more at Finovate.com

Bank Director, August 10, 2023, by David Benskin Artificial Intelligence (AI) has transformed the financial services landscape and will continue to have long-term impacts on the banking industry. This technology has already had significant effects on data management,...

FintechBuzz, July 18, 2023, by David Benskin David, what inspired you to pursue a career in the intersection of finance and technology, and how did your personal and professional experiences shape your interest in this field? Prior to forming Wealth Access, I spent...

Bankadelic, July 4, 2023 It’s Stars and Stripes and Fintech forever on this first-ever Independence Day special episode of Bankadelic. Our seven stars (and stripes) discuss a variety of topics riffing on the themes of freedom and “a more perfect union” — an engaging,...

On This Episode David Benskin, founder and CEO of Wealth Access, saw a need to improve balance sheet management and knew he could create a clearer and more digitized method. During the financial crisis of 2008, it was difficult for companies to deliver balance reports...

Bankadelic, April 21, 2023 On this episode, Wealth Access founder and CEO David Benskin takes us through how his company works to help banks utilize the data that can transform clients' lives. But there’s much more to it than just the shiny new toys of fintech....

Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology Customer data insights provider invited 30+ banks and wealth management firms to encourage peer-to-peer dialogues around data-driven engagement...

Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin Data Insights Platform provider expands internal team to support continued growth Wealth Access, the leading customer data insights platform that unifies and enriches data that powers...

Wealth Access and Supernova Technology Announce Agreement to Expand Access to Securities-Based Lending for Financial Institutions Wealth Access and Supernova Technology agreement will equip regional banks, RIAs, and independent trust companies across the country with...

Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...

Read the original press release here.   Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks To Generate Peer Discussions Around Growth And Innovation   Wealth Access welcomed 30 regional and super-regional banks and wealth management firms...

Business initiative creates a technology experience crafted specifically to equip enterprise financial services firms with the technology they need to create enriched digital experiences for business bankers and the SMB organizations they support.   Wealth...

Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey.   Wealth Access, a customer...

Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.

Wealth Access continues long-running success with recognition as the winner of the WealthManagement.com Industry Award for Technology Providers: Wealth Reporting/Personal Finance Managers.   Wealth Access, the largest independent personal financial management and...

Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in...

Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.NASHVILLE, TN – April 22 – Wealth Access, one of the industry’s largest independent personal financial...

Wealth Access has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.

A better way to deepen your client relationships NASHVILLE, TN - January 22 – Wealth Acess is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will allow...

Wealth Access has been selected as one of the most innovative and disruptive technology companies in wealth management at the 2019 WealthManagement.com Industry Awards for its Best Personal Finance Management Solution.

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Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has been named a finalist in the Technology Providers: Wealth Reporting/Personal Finance Managers category by the prestigious...

FIS Selects Wealth Access Financial Management Platform for Account Aggregation, Client Portal and Mobile Reporting  - World’s largest financial services technology company to provide Wealth Access to Large RIAs and Trust Companies NASHVILLE, Tenn. (Dec. 8, 2015) --...

Suleman Din / Financial Planning 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...

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...

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,...

Assets on the Wealth Access platform now total $41 billion, a 57% increase year over year from 130 wealth management industry organizations, up from 85 last year, a 53% growth rate. Sales to these industry-leading RIA, Broker-Dealer, Bank, Trust, and Family Office...

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...

Integrated Advisor Services Platform--OMAHA, NE--(Marketwired - February 04, 2016) - Deploying a best-in-breed methodology, Orion Advisor Services and Wealth Access are partnering to integrate their platforms Wealth Access' aggregated, reporting level data and balance...

Joel Bruckenstein's Financial Planning Tech Survey 2015 yield surprising results reveal Wealth Access to be one of the top digital advisor platforms, commonly referred to as B2B robo-advisors. Joel stated, "We were somewhat surprised to see that, among our readers,...

• Wealth Access is a best-in-class personal financial management tool built for advisors and their high-net worth investors • Orion Advisor Services, LLC is the nation's largest privately-held portfolio accounting provider • Combining the advanced data reporting from...

Written by: Alessandra Malito | Investment News Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive. What...

For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry. Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in...

Originally written by Kelly O'Mara for RIABiz One night in February 2011, David Benskin sat in his Merrill Lynch office in Nashville surrounded by boxes filled with records, Photostats, notes from client conversations, financial plans and screenshots. Overwhelmed by...

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior...

The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.

Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego.

In a recent interview with industry publication IRIS, featured contributor Tim Welsh names Wealth Access as a company to watch over the next three years.

Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software.

David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.

“Whether Betterment or Wealthfront survive is irrelevant,” Joel Bruckenstein, of T3 (also attended by Wealth Access) said in his opening remarks at a standing room only session on robos. “The technology is here to stay.”

Account aggregation tools are plentiful for both individuals and advisors – think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?

David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space.

Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’.

We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas.

Finally, advisers are moving beyond seeing technology as simply tools for back office support.

Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month.

Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.

One proven way to reduce financial stress is to organize your financial records. A squeaky-clean financial house is a house where stress may find it’s not welcome, experts say.

Wealth Access has released its next-generation platform for HNW investors and their trusted advisors.

Nashville-based Wealth Access is introducing its pioneering online platform, the first private and customizable wealth management platform specifically designed for high net worth investors.

When it comes to individuals with a high net worth, financial professionals say identifying a way to properly organize, track and view investments can be a challenge. David Benskin has launched his own company around the need.

Benskin told VNC that his service allows wealthy individuals and their advisors to compile, manage and understand multi-class ingredients of their portfolios via a “plain-English” performance dashboard.