Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software.
Month: March 2015
FIS Selects Wealth Access For Account Aggregation, Client Portal and Mobile Reporting Platform
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) --...
Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology
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
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...
4 Steps to Building a Successful Omnichannel Banking Strategy
Having a single e-banking solution used to be enough to set a bank apart, even if it was just on desktop. Customers would struggle through the process of using desktop versions of sites on their phones and not really think much about it, or they would tolerate a...
How Wealth Access Creates a Better Commercial Banking Experience
Small business owners are some of the best clients a bank or financial firm could ever want. They are responsive, they need the services you provide, and the better you serve them, the more business they’ll give you. Not only that, but they can be a lucrative source...
Wealth Access and FIS Global: A Partnership for Better Banking Tech
Regional banks face stiff competition. National financial institutions have higher marketing budgets, top-tier tech solutions supported by a full-scale staff of IT professionals, and a wider range of potential customers worldwide. To get a competitive edge and secure...
Realizing Revenues Mary Morgan and Financial Shop Solutions
In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...
Product Spotlight: How Wealth Insights Can Help Banks Gather Deposits
In Wealth Access, advisors can use Wealth Insights to proactively identify opportunities to expand their relationship and increase engagement with clients, which can help banks gather more deposits. Firm administrators can view the same data broken down by each...
Realizing Revenues Year End Recap
2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews this year. Industry leaders are sharing their stories of how fintech is helping their companies and teams grow and evolve. [button...
December 2022 Release Notes and Product Enhancements
We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...
Product Spotlight: Wealth Insights
Wealth Insights is centered around proactively identifying opportunities, trends, and risks across your client base by applying business intelligence techniques across clients’ account data, login activity, and profile information. Advisors have access to Wealth...
What Does the Wealth Access Investor Portal Look Like?
High net worth investors bring an expectation that their advisors will provide them with deep insights, more frequent communication and instant access to their financial information. They may be risk-averse or aggressive investors, and want to know that their advisor...
Realizing Revenues David Lincoln and WISE
In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what...
What is Wealth Access for Business Owners and How Does it Work?
Meet Lisa. Lisa owns a specialty doughnut shop and has 15 employees. When COVID hit, her business was all but forced to shut down. No one was coming in – employees or customers – but she still had to pay rent and keep going. It was pretty touch-and-go for a while,...
What Does Wealth Access for Salesforce Look Like?
Salesforce is, far and away, the most popular CRM software in the business world, with a market share of 24%. But in the financial industry, the open secret is that even though most financial institutions have Salesforce, they’re not actually using it. The issue is...
What Does the Wealth Access Digital Banking Integration Look Like to Consumers?
We built the Wealth Access Digital Banking integration so regional banks could provide a unified portal that pulled in every aspect of your clients’ financial lives. Customers don’t have to worry about juggling multiple logins, and you don’t have to worry about...
Trends in Banking Tech to Watch Out for in 2023
It’s been quite a year for banking tech. Looking back, you can see more and more banks realizing the power of open APIs, better client communication and transaction enrichment, just to name a few. And as excited as we are about the trends we’ve seen come to fruition...
Fall 2022 Release Notes and Product Enhancements
The year is beginning to wind down, but product development at Wealth Access isn’t taking a break. We have grown our product and development teams this year, and we’re continuing our push to innovate and expand our Customer Data Platform for your benefit. In this...
Realizing Revenues Don Seacrest and AMG National Trust
In this episode, Don Seacrest, Senior Vice President of Operations at AMG National Trust chats with us about the complexities of integrating data from acquired businesses, using fintech to strengthen client relationships and the benefits of aggregating data. Check it...
How to Determine Where to Invest: AX or CX
Pop quiz! Which matters more for the success of your bank: Advisor Experience (AX) or Client Experience (CX)? In other words, which one would move the needle more for your bank if you invested in making it better? Answer: It depends. Yes, that’s a bummer of an answer,...
Realizing Revenues Scott Neff and Glenview Trust Company
In this episode, Scott Neff, President and CEO of The Glenview Trust Company talks with us about traversing through a digital ecosystem. Listen to this episode to hear how Scott and his team unify data using technology, overcome the challenges of fintech adoption, and...
7 Communication Channels Banks Should Leverage in 2022
Client communications are a constant focus for financial institutions – you have to keep customers informed of how their money is doing or else they’ll take their business elsewhere. In fact, “Customer Service Experience” and “Straightforward Practices” are two of...
How One Bank Uses Wealth Access to Maintain Close Relationships with Digital Customers
A company with deep roots in banking and trust services may not be the first name that comes to mind when talking about digital leaders in wealth management – but Enterprise Bank isn’t a typical bank. When the pandemic took financial services by storm and forced...
4 Reasons AX is One of Your Firm’s Best Retention Tools
There’s a lot of talk these days about CX, or Client Experience, which can be used to refer to pretty much any interaction a client has with a company, and it is often used to refer to any piece of technology a client uses to interact with a company. It makes sense...
Building a Strong Bank CX: 6 Costs Your Budget Should Cover
One of the biggest challenges of a banking budget? Not allocating enough resources for your client experience (CX). Your CX involves every single interaction a client has with your bank, including calls, emails, digital interfaces, in-person meetings and more. It...
Realizing Revenues Linda Gu and Supernova Technology
In this episode, we chat with Linda Gu, the Executive Vice President of Sales and Marketing from Supernova Technology. Listen in to hear Linda discuss the benefits, misconceptions, and advantages of using a securities-based lending technology program. [button...
4 Common Bank CX Roadblocks: How Legacy Thinking May be Holding Your Bank Back
When it’s time to build anything new, whether it’s a skyscraper or a website – or your bank’s CX (customer experience) – it’s never as simple as you’d hope it could be. In a perfect world, you could take the ideal picture in your mind and replicate it in the real...
Realizing Revenues Sal Marone and Fulton Private Bank
In this episode, Sal Marone, the EVP and Chief Administrative Officer of Fulton Private Bank chats with us about the ins and outs of private banking. Listen in to hear how Sal and his team leverage technology to create personalized client experiences, treat client...
How to Find a Tech Partner Who Understands CX for Financial Institutions
Customer experience (a.k.a., CX) is a core focus among banks and financial firms alike these days. Historically, CX was all about reporting – as long as a company was getting the data to the end user, it didn’t really matter how it got there. It may not have been...
4 Essential Factors of a Comprehensive CX Strategy for Finserv
CX. Those two letters have become something like the Holy Grail of financial services as of late. If you’re having trouble placing this particular abbreviation, we don’t blame you – finserv is packed with them. Don’t worry, we’ve got you: CX=Customer Experience. CX is...
Wealth Access and Supernova Announce Expanded Access to Securities-Based Lending
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...
Realizing Revenues Troy Jordan and INTRUST Bank
In this episode, we chat with Troy Jordan, the Managing Director of Wealth and Retirement from INTRUST Bank. Listen in to hear how Troy and his team create hyper-personalized banking experiences for customers, and use technology to drive growth and bridge the gap...
Wealth Access Nominated 4x in the 2022 Wealthies Awards
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...
Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks
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...
Why Data Ruled the 2022 Wealth Access Summit
What do you get when you bring 30 of the country’s top regional and super-regional banks together for a full day of discussion about technology, operations, and growth strategies? You get the 2022 Wealth Access Summit! Plus, a whole lot of ideas for how to make...
Data Pollution Webinar with Ezra Group
Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou's educational series on data-driven wealth management, created in partnership with Xtiva...
Why Data Unification Leads to Fintech Success (Podcast Interview)
Wealth Access CEO David Benskin recently joined Johnny Sandquist and Torie Happe on the TacoTech podcast to talk all things data for financial institutions. In this episode, David breaks down how wealth management firms can: Add new solutions to their tech stack...
How Open APIs Support Growth and Innovation
Among the reasons bank customers switch banks, online banking capabilities and mobile banking capabilities rank third and fourth, respectively. Multiple factors go into making those capabilities really shine, and one of the biggest is how well your tech interacts with...
Spring 2022 Release Notes
Our first product update of the year is bringing another set of enhancements and new features that will improve the way you use Wealth Access in your bank or wealth management organization. You’ll see these updates roll out automatically on Sunday, April 10th. Please...
Advantages of Open Banking for Consumers & Banks
For banks, there’s a constant push to adapt and innovate to new customer needs – people want easy, efficient and secure access to their own information. But when it comes to delivering all of a customer’s data in one easy view, that is always easier said than done –...
Partner vs. Vendor: How Wealth Access Partners with Banks for Lasting Success
The traditional bank-vendor relationship is primarily transactional. In it, a bank needs a particular set of features, so they find a vendor that can provide that set of features and they sign up. Done deal. The vendor won the bank’s business (for now), and it will...
Why Open APIs Matter for Banking
To keep up with the competition, your bank needs to deliver hyper-personalization and convenience around the clock. But as a business with customers who may live in different states across the country, how do you scale up to grow without sacrificing your standards?...
Improve Your Bank’s Customer Experience with Transaction Enrichment
The first step to keeping your bank’s customers happy? Providing a smooth and simple digital experience. In 2020, nearly 2 billion bank customers were actively using online banking services, with that number predicted to continue trending upward in the coming years....
The Customer Data Platform: How Business Insights Power Hyper-Personalized Banking Experiences
Consumers have a tremendous amount of options today for where to keep their money – from brick and mortar banks to credit unions and even robo-advisors right on their phone. How can you get customers to spot you in the crowd? The key might be a personal touch. In a...
How to Assess Your Most Important Tech Needs
If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...
Build, Buy, or Both? Choosing the Right Tech Stack
With more than 23.5 million U.S. households engaging in mobile banking, regional and super-regional banks have no choice but to explore ways that innovative technologies can help them set themselves apart in the digital world. The search for opportunities to elevate...
How to Optimize Your Next Tech Implementation
Want to hear a technology horror story in five words? “Your implementation starts next week.” If you’ve ever added technology or any kind of software to your bank, you too may have felt a twinge of fear when seeing the word “implementation.” But it doesn’t have to be...
10 Things Technology Partners Do for Banks
Although most banks list “improving the customer experience” as a top priority, less than one-third actually report “expanding their product line” anywhere in their top priorities in at least one recent survey. In other words, while creating a better CX is a...
Improve Customer Communication with Shared Account Access
From the middle class to the wealthiest families in the country, most families find it incredibly difficult to talk about money. In fact, a BNY Mellon study found that lack of communication could be the culprit behind the loss of up to 60 percent of family fortunes. ...
Enabling Roles-based Authorization in Digital Portals
When it’s time to onboard a new employee, adding them to all the right technology systems used is one of the most time-consuming practices for most organizations. But onboarding isn’t just time-consuming—it’s also critically important for how successful an employee...
How to Make Your Bank’s Digital Customer Experience Better
Do you agree or disagree with the following statement? “Improving the customer experience is one of the top priorities for all banks today.” If you disagree, it might be time to change your mind. Recent studies have shown that banks who invest in improving the...
How Banks are Powering the Small Business Economy
Small business is big business in the United States. Nearly half of all Americans are employed by a small business, and there are 30 million small to midsize business owners in the country. So if your bank or wealth management firm is making it a priority to serve...
Elevate Your Client Insights with Wealth Access for Salesforce
More than 150,000 businesses use Salesforce as their CRM to power their operations, customer journeys, and sales and marketing teams. As part of our commitment to supporting the financial services firms who are among those 150,000 businesses, we’ve launched Wealth...
How First Citizens Bank United Their Systems with Wealth Access
COVID-19 made businesses rethink how they operate, and the financial industry has been no exception. Throughout the early portions of 2020, nearly every firm was scrambling to get systems in place that would allow their employees to do something as basic as logging in...
Wealth Access for Business Launches Today
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...
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
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 Rockets to $571 Billion on its Platform
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.
October 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of our Customer Data Insights platform that Unifies and Enriches your client’s data to power hyper-personalized experiences for your clients and your organization. This release will...
June 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Saturday,...
February 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. To support your ongoing commitment to your clients to...
How INTRUST Bank Creates an Integrated Client Experience
What’s the most important way for a bank to differentiate its wealth management division today? Once upon a time, the answer might have been its number of investment strategies or more competitive fees. Those are still important factors for a consumer when choosing a...
How Data Aggregation Helps Enterprise Bank Provide Better Customer Service
When you think of digital customer service, what’s the first thing that comes to your mind? For some, the answer might be a client portal where a client can upload documents to their financial institution. For others, the answer might be along the lines of a mobile...
October 2020 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Monday,...
How Fulton Financial Advisors Increased Client Satisfaction with Better Tech
If you had to make a pie chart of all the reasons a client might end their relationship with a financial advisor, what would the biggest piece of the pie represent? While it may not be the sole factor of client attrition, “poor technology” is becoming a growing...
Wealth Access Secures Its 5th Consecutive WealthManagement.com Industry Award During the 2020 Online Event
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...
Tegra118 Partners with Wealth Access to Amplify Digital Experiences for Advisors and Investors
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...
August 2020 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...
June 2020 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...
Introducing the Wealth Access + RightCapital Integration
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...
April 2020 Wealth Access Release – Security Enhancements
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...
April 2020 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...
Wealth Access Enhances User Productivity with DocuSign Integration
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.
February 2020 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...
Capital Asset Advisory Services Selects Wealth Access to Unify Its Client Experience
Wealth Access will support client service and data aggregation for Capital Asset Advisory Services, a wealth management group with over $2 billion in AUM.
Introducing the Wealth Access + Genivity HALO Integration
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...
December 2019 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...
Wealth Access Announces Shea Merville as Director of Client Success
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has hired Shea Merville as its Director of Client Success.
October 2019 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place...
Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award
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.
August 2019 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...
Wealth Access Adds Chief Product Officer and Onboards $84 Billion AUA in Q1 2019
Wealth Access continues its growth in financial services’ aggregation and client experience tools with its first dedicated product officer and largest quarter of growth in company history.
Product Updates: April 2019
Reporting Enhancements Scheduled Reports Are you and your clients taking advantage of the powerful Reports capability in Wealth Access to easily create and run custom reports on demand? If so, you are already aware of the ease of report generation...
How to Protect Your Clients from Technology Shifts with a Comprehensive Client Experience
In the fast-paced world of financial services, change is inevitable. Maintaining flexibility in your business model is critical for ongoing success. Unfortunately, too many banks and trust departments struggle to operate in as efficient or flexible manner as possible...
How Account Aggregation Helps Bank and Trust Organizations Grow
While all firms would like to see their trust and wealth management business grow, we know from experience that taking care of our current client relationships has to be the number one priority—and sometimes, that can get in the way of business growth. But business...
Wealth Access Now Reports on Over $190 Billion; Announces Record-Breaking Year of Growth and Secures Funding to Accelerate Future Plans
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How a Mobile App and Open Integration Benefit Bank and Trust Firms’ HNW Clients
You’ve likely heard for the last few years that your institution needs to offer clients a mobile financial experience. At some point in the past you may have added a mobile app to make sure that your name shows up in web and app store searches. Since the initial rush...
Product Update: December 2018
In today’s post, we’re recapping some of the most recent enhancements we’ve made to Wealth Access. We’ll also provide you with a sneak peek of a few enhancements that are in development. Please note that the updates below are now LIVE in Wealth Access. DIRECT...
Eliminate Manual Data Input, Save Time, and Create Comprehensive Financial Plans with the Wealth Access and MoneyGuidePro Integration
As a financial advisor, one of the most difficult aspects of your job is effectively managing client attitudes and behavior when financial markets dip. While some clients may be naturally inclined to not worry, there are always a few that need to be talked off the...
Enhance Your Client Experience with the Updated Wealth Access and Orion Integration
When you choose advisor technology for your firm today, selecting an integrated solution is on nearly everyone’s list of “must-have” features. In our interconnected world in the wealth management industry, it would almost seem crazy to add a new tool to your...
Wealth Access Wins Third Consecutive 2018 WealthManagement.com Award for Enterprise Personal Financial Management Tools
The next generation of investors—those who are Gen X and Millennials, as well as Baby Boomers influenced by those younger generations—expect their financial advisor to provide them a unified client experience that accounts for everything across their financial life...
PIEtech® and Wealth Access Announce Strategic Integration Enabling Full Data Sync and Additional Enhanced Capabilities
PIEtech®, the creator of the leading financial planning software for advisors MoneyGuidePro®, announced today the completion of a deep integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, providing a comprehensive portal experience for advisors and investors.
Buckingham Strategic Wealth Aggregates 6,000+ Held-away Accounts
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How to Make Tech Adoption a Breeze
Learn why advisors should adopt new technologies, some challenges to client and employee adoption, and how to overcome these challenges.
Three Must-Know Growth Strategies for Financial Advisors
Most financial advisors can complete a discounted cash flow analysis or rebalance a portfolio with a few clicks, but marketing and growth strategies may be completely foreign. Even if you know what you should be doing, you may have trouble deciding where to focus or...
How to Ensure a Smooth Breakaway Process
Many advisors have dreamed of quitting their job and starting their own business, but actually doing it takes a lot of planning and dedication. The good news is that plenty of others have already made the decision to breakaway and you can learn a lot from their...
Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards
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...
Must-Have Technologies for Holistic Financial Planners
Discover nine technologies that holistic financial planners and advisors should embrace to keep up with the competition.
Mobile Apps Move from Nice-to-Have to Must-Have
Learn why mobile apps are becoming increasingly necessary and the best way to develop one for your firm.
How Investing in Client Portals Builds Revenue & Reduces Cost
Learn how client portals can help improve your top- and bottom-line and the best ways to implement them in your firm.
How FIS Seamlessly Uses Wealth Access to Create an End to End Solution for Banks
Investors today are demanding a much more rich and interactive online experience from their financial services provider than they ever have before. The new generation of investors is here, and they think differently about just about everything. They’ve come of age in...
How the Aggregation of Client Account Data Can Dramatically Alter Your Proposals
Have you ever thought of booking a beach holiday and then, the very next day, every Google ad you see advertises a beach vacation? You know you didn’t search beach vacations online and you rack your brain as to how Google knows. Before you know it, you’re booking a...
How to Use Client Feedback to Improve Your Business
Learn how to improve client relationships and retention rates by implementing a feedback loop.
Business Analyst
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Inside Sales Associate
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Senior SQL/ETL Developer
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Implementation Project Manager
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Technical Support Engineer
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How Determining Net Worth Transforms Client Relationships
Technology is rapidly changing the competitive landscape for financial advisors, from blockchain technologies that improve data distribution to consumer-facing technologies like mobile apps and client portals that enhance the client experience. With the rise of...
How to Extend Client Relationships Beyond One Generation
Would you turn away a referral from an existing client with over $1 million in investable assets and a long investment time horizon? The answer to that question may seem obvious, but more than three-quarters of financial advisors ignore these valuable referrals. In...
Wealth Access Now Reports on over $100 Billion; Experiencing Strong Business Results
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the results from the company’s calendar year ended 2017, including the news that the firms’ reported on assets now surpass the...
How Aggregation Helps You Provide More Value to Prospects
One of the most difficult parts of prospecting is getting all of the information you need from a client in a simple, digital format. At the same time, the rise of robo-advisors has made data aggregation the new standard when it comes to offering clients...
How Aggregation Can Help You Win New Clients
When you are beginning to have conversations with new prospects, it can sometimes be difficult to highlight how you are different or more qualified than another advisor. You both offer financial plans, wealth management, and whole financial life guidance. So what...
See All the Latest Software Updates Happening at Wealth Access
We’re excited to let you know that new Wealth Access software updates are released today. Here are the enhancements you can now enjoy. We are bringing an exciting enhancement to our Native Mobile App. You can now use either fingerprint or facial recognition to access...
How the New Wealth Access Integration with AdvisoryWorld Helps Grow Your Firm with More Intelligent Client Proposals
We’re announcing a new Wealth Access integration with AdvisoryWorld that allows you to include held-away assets in your Client Proposals.
AdvisoryWorld and Wealth Access Announce Data Integration at Schwab IMPACT
AdvisoryWorld, a leading software provider for financial advisors, today announced its data integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform. Wealth Access and AdvisoryWorld will be...
Wealth Access wins for “Best Account Aggregation” and “Best Personal Financial Manager / Wealth Management Reporting
Wealth Access wins for “Best Account Aggregation” and “Best Personal Financial Manager / Wealth Management Reporting” Nashville, TN October 16, 2017. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform,...
Announcing our New Business Intelligence Solution for Financial Advisors, Firm Insight
All of us here at Wealth Access are pleased to announce the release of our newest solution for financial advisors, Firm Insight. Firm Insight is our business intelligence solution. You’ve likely heard the term “business intelligence” tossed around over the past few...
Buckingham Strategic Wealth & BAM Advisor Services Selects Wealth Access For Digital Client Experience Technology
~ One of the largest independent wealth management firms and affiliated TAMP enhances technology offering for its affiliated advisors to provide best-in-class personal financial management, account aggregation and client portal capabilities. Nashville, TN and St....
ATO Forum 2017 Recap
The Association of Trust Organizations (ATO) celebrated 25 years of providing a forum for leaders, owners and operators of trust organizations to network and grow as an industry this year, and we were proud to be a sponsor of this great industry event. The...
Data aggregation’s ROI for Financial Planning Advisers
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...
First Rate Partners with Wealth Access to provide wealth management firms with enhanced digital presence
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 Releases Research Results on the Business Benefits of Account Aggregation
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,...
Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry
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...
Intelligent Aggregation: Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative
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...
New England Private Wealth Advisors, LLC
“Enhancing the client experience is paramount here at NEPWA,” said Rapaport. “Wealth Access is a great combination of technology and service that enables us to continue to deliver on that promise to our clients.” IRA RAPAPORT CEO NEW ENGLAND PRIVATE WEALTH ADVISORS,...
Cloud Investments, LLC
"It was so much easier than I imagined. All we had to do was gather a list of the clients and the folks at Wealth Access linked them all for us. It was a true delight." SHANNON SANDERS CLIENT ADMINISTRATOR CLOUD INVESTMENTS, LLC
Are You Set to Embrace Automation for Your Client’s Sake?
Originally written by David Benskin for Financial Advisor IQ on April 28, 2016 Now that robo automation advisors are a mainstay on the wealth management technology landscape, new strategic questions arise for human advisors, broker-dealer technology executives and,...
Are You Set to Embrace Automation for Your Clients’ Sake?
FINANCIAL ADVISOR IQ A Financial Times Service April 28, 2016 By David Benskin Nowadays, robo advisors are a mainstay on the wealth management technology landscape. New strategic questions arise for human advisors, broker-dealer technology executives and, really,...
Orion Advisor Services, LLC and Wealth Access, Inc. Announce Platform Integration to Deliver Industry Leading Client Portal
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...
Wealth Access Ranked #1 in 2015 Financial Planning Tech Survey
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,...
Orion Advisor Services, LLC and Wealth Access, Inc. Integrate Platforms
• 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...
So advisers have access to more data – now what?
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...
Automation is Here to Stay in Wealth Management – Are You?
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...
Wealth Access leads dashboard charge
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 Hires 7 Veterans to Continue Growth
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...
Wealth Access Named Finalists for WealthManagement.com Industry Awards
The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Wealth Access Partners With SSG
Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego.
Wealth Access Advisor Technology Platform, One To Watch in 2015
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 integrates with MoneyGuidePro
Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software.
T3 Teeming with Deals
David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.
Waddell & Associates
“The comprehensive, well-organized data from Wealth Access has deepened our client relationships by providing clarity into the details of their financial lives. With the ease of access to this information, we have provided our clients valuable reporting and more efficient, thorough financial planning.”
DAVID S. WADDELL, CFP
CHIEF EXECUTIVE OFFICER
Robin Stonehill
“Wealth Access gives me a comprehensive, detailed picture of my financial life all on one platform. It is user friendly and enables me to interact effectively with multiple advisors.”
ROBIN STONEHILL
RETIRED NYSE SPECIALIST
PRIVATE INVESTOR
Westport Resources
“I believe Wealth Access will revolutionize our industry by providing full transparency and communication between investors and their trusted advisors. We find this especially powerful for multi-generational families with complicated financial pictures.”
It’s a Robo Thing – Get Used To It
“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.”
Greenover Group
“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.”
Canterbury Consulting
“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.”
Avenue Bank
“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.”
Ten to Watch: David Benskin
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?
Entrepreneurs Making Change Happen — David Benskin of Wealth Access
David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space.
Wealth Access – A Top 50 FinTech Company
Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’.
Chatter About Wealth Access at Junxure
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.
Transforming Financial Advice
Finally, advisers are moving beyond seeing technology as simply tools for back office support.
Wealth Access Experiencing Rapid Growth and Momentum in Wealth Management Industry
Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month.
Sharks in the Water: How Technology Threatens Your Portfolio
If you are a high net worth advisor or investor, technology is one of greatest threats to your bottom line over the next five years.
Lessons from T3
Technology Tools for Today (T3) 2014, which took place February 10-12 at the Anaheim Hilton, showcased a number of such technologies already flooding the market, and even more waiting on the horizon.
The Family Office Experience
The family office experience: “It’s not a product solution – it’s an advisor experience.”
The Elements of a Family Office Experience
With Wealth Access, advisors are able to collaborate with one another to provide their clients with a virtual family office experience.
Engage Future Stewards of Wealth on an Interactive Virtual Space
Next-generation stewards are comfortable in virtual spaces.
Educating Next-Gen High Net Worth Individuals
It is hard enough to explain financial basics to the next generation, but it is even harder to instill the subtle principles that lay behind acquired wealth.
A Private Wealth Manager’s Biggest Challenge
For true success in a multiple advisor portfolio, each advisor must have line of sight into assets held away and be given clear directives and focus.
Winning Clients Through Reporting
Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.
5 Steps Toward Modernizing Your Financial Statements
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.
What Can Advisors Do to Help Clients Focus on the Long Run?
Advisors understand that the financial services industry is changing rapidly and technology is putting new pressure on their business model. And clients are looking to advisors for more than portfolio management.
Importance of Estate Data Organization and the Resulting Empowerment of the Household
Now, more than ever, as tax laws evolve and change, the organization and cohesiveness of an estate plan with proper documentation is critical.
The Client Gap
Advisors must recognize that the data they are providing their clients may be too sophisticated for their client and that may also be why clients are so focused on that one number.
The Cost of Poor Service and Benefits of Emotionally Connected Clients
Given that only one out of every ten companies achieve the highest possible level of customer service, the vast majority of businesses never reach an elite level.
Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
Wealth Access has released its next-generation platform for HNW investors and their trusted advisors.
Wealth Access Introduces Financial Industry’s First Private and Customizable Wealth Management Platform
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.
New Tool Helps Track Entire Financial Life
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.
Wealth Access SaaS startup targets high net-worth clients and their advisors
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.
