Build Lasting Client Relationships Through Intelligent Aggregation

Engage your clients with collaborative financial management tools to build stronger relationships. Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow.

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ENHANCE YOUR

Client Experience

Deliver a custom-branded mobile app and client portal to your clients and prospects so you can succeed in the new wealth management era. Our technology can help you stay compliant for DOL rule changes and provide an enhanced client experience built on leading-edge technology solutions. Plus, our team is here to help you implement it all with ongoing support to advisors and end-clients, even after your onboarding is complete.

Intelligent Aggregation

Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments. A recent study of current clients showed that Intelligent Aggregation helped them grow revenues by $2,000 per client through Wealth Access.

Integrated Experience

Configurable Client and Advisor portals present rich visualizations out of the box, or you can leverage our 50+ plug-and-play component-based widgets, including integrated widgets from third party financial planning and performance reporting softwares.

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Client Engagement

We help you create a client experience that increases engagement, fuels growth, and improves advisor productivity. Extend your capabilities with our deep portfolio accounting and financial planning integrations.

Dedicated Service

You can outsource new client onboarding to our dedicated support team to ensure a quality experience, saving you time and resources with our unique combination of software + service.

MAKE YOUR FIRM

Their Home Screen

Clients can access their entire wealth picture on the go from your branded app available on both the Apple App Store and Google Play store. We offer a complete mobile-enabled portal, so your clients can enjoy an optimized experience anywhere, anytime, on any device, all with your branding front and center.

CUSTOMIZE YOUR APP

YOUR VIRTUAL FAMILY OFFICE CONNECTION TO

The Next Generation of Wealth

We specialize in multi-generational wealth views of a family’s entire balance sheet. Wealth Access is designed for both individual family members and their authorized advisors, so you can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.

CONNECT

Balance Sheet Views

Customizable balance sheet views allow you to highlight and address focus areas of clients’ financial situations. Save yourself from the cumbersome task of compiling disparate financial statements and provide your clients a value-add service they can share with their banks or other institutions.

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Safe and Secure

Keeping your data safe and secure is one of our most important commitments. We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified. 

We follow industry-best practice guidelines in the design and implementation of our network security environment. Our production, development, and corporate environments are kept separate from each other through the use of zones.

SECURE YOUR DATA

CONCIERGE

Onboarding

Our professional, dedicated staff specializes in onboarding your custodial accounts as well as your clients’ individual holdings, saving you both valuable time. Our unique combination of software and service gets your clients up and running quickly with an enhanced concierge experience.

DISCOVER

ENTERPRISE

Intelligence

Firm Insight, our business intelligence solution, provides top-down information to help RIAs, Banks, Trust departments and Broker-Dealers make more informed business decisions, as well as gain new insights into advisor productivity and client satisfaction.

When you have all your firm’s data at your fingertips, you can more easily identify new business opportunities and make better decisions to grow your firm.

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TESTIMONIALS

“Wealth Access’ aggregated data feeds from multiple systems and over 20,000 institutions solved our manual ‘one off’ problem. Along with the stability of a committed organization with wealth management industry experience that had the ability to integrate tightly into Savant’s proprietary client portal, providing a Savant-branded experience separated Wealth Access in our minds.”

SAVANT CAPITAL MANAGEMENT

“Having a compelling, fully functional client portal with account aggregation is table stakes, these days. Even for old-line Trust companies, client expectations are now making it a priority.”

JAY ALEXANDER

Director of Private Banking at Landmark Bank

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Ready to Grow, Compete and Succeed?
 
When you're ready to increase productivity, discover new opportunities to increase revenues, and increase client satisfaction, you need Firm Insight.
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