Introducing One Wealth, One Bank, One Data Powered by Integration Hub
We’re pioneering a solution that empowers the financial industry to unlock significant revenue opportunities through wealth management
Join 200+ Innovative Financial Institutions
Beyond Data Unification
Wealth Access is a leader in wealth data technology, building the path for wealth to become a critical line of business. Our solutions tackle industry challenges head on and highlight opportunities to create new revenue streams.
A video series that explores how fintech helps
top bank and wealth execs grow and evolve.
Complete Customer Information
Overcome the systems and siloed processes that hold you back when you unify your records into a single, complete financial picture.
Deep Insight
Unified data brings powerful stories to the forefront and equips financial teams with the insights they need to deliver exceptional experiences that create long-lasting loyalty.
Hyper-Personalized Experiences
Create friction-free, intuitive user journeys for everyone with a digital experience tailored to each employee and person you serve.
Serious Savings
Accelerate digital experiences and fuel revenue growth by connecting business lines for efficient and personalized customer experiences, without disrupting existing systems.
Our Platform
- Enterprise Data
Architecture - Role-Based
Experiences - Digital Document
Vault - Proactive
Analytics - Flawless
Integration
Privacy First
We’re committed to keeping your financial data secure and confidential with multiple layers of security.
Data is encrypted with AES-256 and stored at industry-leading, fully-certified data centers, and all communication occurs over secure channels.
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