Month: October 2018
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 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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