• 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...
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) --...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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 –...
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...
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?...
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....
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...
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...
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...
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...
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...
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. ...
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...
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...
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...
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...
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...
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...
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 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.
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...
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,...
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...
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...
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...
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,...
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 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...
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...
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,...
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,...
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...
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 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 has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.
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,...
Wealth Access will support client service and data aggregation for Capital Asset Advisory Services, a wealth management group with over $2 billion in AUM.
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...
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, 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.
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 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.
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 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.
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...
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...
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...
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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...
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...
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...
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...
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®, 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.
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Learn why advisors should adopt new technologies, some challenges to client and employee adoption, and how to overcome these challenges.
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...
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, 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...
Discover nine technologies that holistic financial planners and advisors should embrace to keep up with the competition.
Learn why mobile apps are becoming increasingly necessary and the best way to develop one for your firm.
Learn how client portals can help improve your top- and bottom-line and the best ways to implement them in your firm.
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...
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...
Learn how to improve client relationships and retention rates by implementing a feedback loop.
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.
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.
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.
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.
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.
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...
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, 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...
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...
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...
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...
We’re announcing a new Wealth Access integration with AdvisoryWorld that allows you to include held-away assets in your Client Proposals.
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” Nashville, TN October 16, 2017. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform,...
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...
~ 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....
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...
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...
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, 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,...
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...
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...
“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,...
"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
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,...
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,...
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...
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,...
• 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...
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...
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...
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, 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...
The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego.
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 has completed its integration with MoneyGuidePro, a popular financial planning software.
David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.
“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
“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
“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.”
“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.”
“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?
David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space.
Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’.
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.
Finally, advisers are moving beyond seeing technology as simply tools for back office support.
Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month.
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.
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: “It’s not a product solution – it’s an advisor experience.”
With Wealth Access, advisors are able to collaborate with one another to provide their clients with a virtual family office experience.
Next-generation stewards are comfortable in virtual spaces.
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.
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.
Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.
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.
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.
Now, more than ever, as tax laws evolve and change, the organization and cohesiveness of an estate plan with proper documentation is critical.
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.
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 has released its next-generation platform for HNW investors and their trusted advisors.
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.
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.
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.
