Add the Power of Intelligent Aggregation to Your Proposals with the Wealth Access Integration with AdvisoryWorld
Use your Wealth Access client account data to populate risk profiles, proposals, and Investment Policy Statements, and give your firm the ability to bid on held-away assets via the AdvisoryWorld Proposal Generator. Our 30-minute webinar will show you how it all works together.
Add the Power of Intelligent Aggregation to Your Proposals with the Wealth Access Integration with AdvisoryWorld
Use your Wealth Access client account data to populate risk profiles, proposals, and Investment Policy Statements, and give your firm the ability to bid on held-away assets via the AdvisoryWorld Proposal Generator. Our 30-minute webinar will show you how it all works together.
What You’ll Learn
Join David Benskin, CEO of Wealth Access, and Michael Wilson, President & COO of AdvisoryWorld, as they walk you through an intuitive and repeatable process for designing and implementing powerful, white-labeled client-facing documents.
“I’m floored by their willingness to listen and fulfill my needs. I look forward to seeing this integration benefit my clients.”
J.D. Bruce, President of Abacus Wealth Partners
Experience the Intelligent Aggregation-fueled Proposal Generator for Yourself
Deliver powerful proposals on all your clients’ data, managed and held-away.
Choose A Date:
Can’t make it? Register and we’ll send you the recording later
Experience the Intelligent Aggregation-fueled Proposal Generator for Yourself
Deliver powerful proposals on all your clients’ data, managed and held-away.
Choose A Date:
Can’t make it? Register and we’ll send you the recording later
“I’m floored by their willingness to listen and fulfill my needs. I look forward to seeing this integration benefit my clients.”
J.D. Bruce, President of Abacus Wealth Partners
Best-in-Class Personal Financial Management (PFM) for RIAs, Banks, Trusts and Broker-Dealers.
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