Wealth Access' Intelligent Aggregation includes direct data feeds and links to over 20,000 different institutions through multi-tiered data sources. Data is enriched through our proprietary rules-based processes for aggregation source, continuous refresh providing a complete data aggregation engine with the power to bring in all of your clients’ assets and liabilities into one secure platform.
Speed to market with configurable out of the box capability or the ability to integrate plug and play via 50+ widgets to improve your existing client portal experience. Consumer friendly enterprise experience for advisors with high net worth clients, visual display of complex data, entire balance sheet, integrations with financial planning, performance reporting.
Wealth Access’ data mining feature allows you to run reports on clients’ entire balance sheets, including bank accounts, credit cards, mortgages and other liabilities. Areas that require your attention, such as low yielding cash positions, over or underweight asset allocations, as well as specific tickers, asset classes, allocation percentages, overall balances and other metrics can all be identified via alerts and queries. Query the entire balance sheet of all of your clients or specific client segments and set-up templates exportable to multiple file types streamlining workflows and analyses.
Wealth Access is a complete mobile-enabled portal, resulting in an optimized experience anywhere, anytime, on any device, under your branding. We will also create your white labeled app available today in both the Apple iOS and Google play stores today.
Advisors can create custom grouping of accounts and positions to clearly communicate with clients an overall strategy that will enable them to achieve their important financial goal. Whether you are allocating risk or monitoring liquidity the platform is customizable to effectively communicate with clients.
Wealth Access provides your clients a holistic view of their overall net worth via a single password to see their customizable dashboard that pulls together all of their accounts and updates them on a daily basis via our powerful account aggregation engines.
Through multiple views of your clients’ wealth see a complete picture of their holdings in stocks, bonds, cash and alternatives. Drill down to see portfolio diversification, including views of maturities of debt, sectors, and geographical locations.