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 was the most popular digital platform, with 14.1% of our respondents making use of it. We’re not knocking Wealth Access; we just were not aware that it was that popular.”
Wealth Access Announces Integration with Q2’s Digital Banking Platform
Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform
