EVERY SYSTEM. EVERY TOOL.
Most platforms force you to rebuild around them. Wealth Access deploys on top of your current systems and integrates across your entire technology stack.
Deploy with confidence
Core system replacements drain budgets and stall every initiative behind them. Wealth Access was built to layer over your current systems—turning what you already have into the data intelligence you've been missing.
Wealth Access layers over your existing systems, connecting and unifying data without replacing the infrastructure you've invested in.
Proven playbooks from 60+ implementations mean faster deployment, fewer surprises, and a shorter path to results.
Connect both banking and wealth into one unified view—without touching the core platforms your teams depend on every day.
Universal Extract, Transform, Load (UETL) ingests, normalizes, and enriches data from every system—creating one trusted client record.
By consolidating tools, eliminating duplicate workflows, and integrating once, Wealth Access reduces cost of ownership and IT burden.
WEALTH
ACCESS
IN ACTION
First Citizens Bank manages $25 billion across its asset management division, broker-dealer, and private bank teams. When Michael Wilson joined as Managing Director of Wealth Management in 2013, he counted more than 25 separate systems across those business lines, each one creating another gap in the institution's ability to see clients clearly and serve them completely.
Rather than embark on a years-long consolidation effort, First Citizens partnered with Wealth Access to layer a single, unified platform across their entire technology stack. The deployment started with trust accounting and expanded phase by phase, each one building on the same connected foundation without disrupting the systems underneath
The result was a unified view for both advisors and clients—what Wilson describes as "a single pane of glass"—that turned fragmented data into real-time, actionable intelligence. Advisors could see full client relationships across every line of business. Clients could access their complete financial picture in one place. And the bank could launch each new initiative in months, not years, while competitors were still trying to get off the ground.
“Wealth Access is what I term my ‘center channel.’ It’s like an aggregator of aggregators. It’s the glue that pulls disparate systems behind my firewalls together, which ultimately creates a single pane of glass.”
Managing Director of Wealth Management
BUILT TO
INTEGRATE
You depend on dozens of tools across reporting, CRM, custodians, and more. Wealth Access connects them—one platform, every integration, no gaps. We currently integrate with 25+ providers, including:
Cloud infrastructure for secure hosting and data delivery.
Cloud platform for enterprise data storage and processing.
Digital banking platform for consumer and business users.
Broker-dealer network for bank-based investment programs.
Data lakehouse platform for analytics and AI workloads.
Electronic signature and document workflow automation.
Financial planning and client engagement platform.
Trust accounting and portfolio management for FIs.
Custodial and clearing services for wealth management.
Wealth management platform for bank trust departments.
Trust and investment accounting for community and mid-sized FIs.
Trust accounting and administration platform.
Retirement plan administration and compliance tools.
Trust accounting for community and regional banks.
Digital banking platform for banks and credit unions.
Goal-based financial planning for advisors and clients.
Tax reporting and regulatory compliance from Thomson Reuters.
Custody, clearing, and trade execution for wealth firms.
Digital banking and lending platform for FIs.
CRM for managing client relationships and advisor workflows.
Custodial and clearing services for advisory firms.
Investment processing and fund administration platform.
End-to-end wealth management operations platform.
Cloud data warehouse for enterprise analytics and sharing.
Portfolio management and rebalancing from Envestnet.
BETTER
TOGETHER
Wealth Access partners with organizations across the financial services ecosystem. If you see an opportunity to create more value together, we’d love to hear from you.
Join the 60+ institutions that have transformed fragmented data into connected intelligence. Schedule a demo and let's explore what's possible.
