Month: July 2015
December 2022 Release Notes and Product Enhancements

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

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?

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

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 Does Wealth Access for Salesforce Look Like?

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...

Trends in Banking Tech to Watch Out for in 2023

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

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

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

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

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

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...

4 Reasons AX is One of Your Firm’s Best Retention Tools

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...

Realizing Revenues Linda Gu and Supernova Technology

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...

Realizing Revenues Sal Marone and Fulton Private Bank

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...

4 Essential Factors of a Comprehensive CX Strategy for Finserv

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...

Realizing Revenues Troy Jordan and INTRUST Bank

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 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...

Why Data Ruled the 2022 Wealth Access Summit

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

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...

How Open APIs Support Growth and Innovation

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

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

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 –...

Why Open APIs Matter for Banking

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?...

How to Assess Your Most Important Tech Needs

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

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

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

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

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

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 Banks are Powering the Small Business Economy

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...

Wealth Access for Business Launches Today

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...

October 2021 Wealth Access Release Notes

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

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

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

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...

October 2020 Wealth Access Release Notes

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,...

August 2020 Wealth Access Release Notes

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

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

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

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

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,...

February 2020 Wealth Access Release Notes

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,...

Introducing the Wealth Access + Genivity HALO Integration

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

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...

October 2019 Wealth Access Release Notes

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...

August 2019 Wealth Access Release Notes

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...

Product Updates: April 2019

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...

Product Update: December 2018

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...

Three Must-Know Growth Strategies for Financial Advisors

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

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...

Business Analyst

Supported by an experienced staff of sales, operations and engineering professionals, we seek an individual with a “client first” attitude, a willingness to learn and a passion for building something great.

Inside Sales Associate

Supported by an experienced staff of sales, operations and engineering professionals, we seek an individual with a “client first” attitude, a willingness to learn and a passion for building something great.

Senior SQL/ETL Developer

Supported by an experienced staff of sales, operations and engineering professionals, we seek an individual with a “client first” attitude, a willingness to learn and a passion for building something great.

Implementation Project Manager

Supported by an experienced staff of sales, operations and engineering professionals, we seek an individual with a “client first” attitude, a willingness to learn and a passion for building something great.

Technical Support Engineer

Supported by an experienced staff of sales, operations and engineering professionals, we seek an individual with a “client first” attitude, a willingness to learn and a passion for building something great.

How Determining Net Worth Transforms Client Relationships

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

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...

How Aggregation Can Help You Win New 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...

ATO Forum 2017 Recap

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

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...

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?

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,...

So advisers have access to more data – now what?

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...

Wealth Access leads dashboard charge

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 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...

T3 Teeming with Deals

T3 Teeming with Deals

David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.

Waddell & Associates

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

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

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

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

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

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?

Chatter About Wealth Access at Junxure

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.

Lessons from T3

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 Client Gap

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.

New Tool Helps Track Entire Financial Life

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.

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