“The dashboards facilitate decision making by allowing me to view our entire portfolio – both consolidated and by entity – at a glance. Wealth Access aggregates data for us, so we can move our efforts from reconciling statements and entering data to reviewing asset allocation and making investment decisions.”
“Wealth Access is a great addition to our suite of wealth management solutions. It allows us to shift resources away from information gathering and towards more collaboration with our clients and their networks of advisors, resulting in a measurable impact on the quality of service we provide.”
“We partner with Wealth Access as a means to introduce wealth management services to our high net worth clients, and to better understand their comprehensive financial picture.”
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?