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

Our universal client identifier consolidates data sources, enriches the data, and makes the complete picture easily accessible to everyone.
Deliver a living balance sheet for any customer, complete relationship views for advisors and bankers, and actionable dashboards for the enterprise.
Enable your team with highly secure, intuitive storage. Everything you need is at your fingertips, just like it should be, with bi-directional syncing and DocuSign integration.
Stay in front of trends, identify potential risks, and realize more opportunities with proactive insights on money-in-motion, delivered to your key decision-makers before you even know you need it.
An open API architecture makes it easy to access unified customer data and deliver consistent experiences across all the Fintech applications you and your customers use each day.

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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Got Questions?

Your success is our number one priority. Watch a demo or schedule a call with our team to see how we can revolutionize your customer data and experiences.

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