Wealth Access Adds Chief Product Officer and Onboards $84 Billion AUA in Q1 2019
Wealth Access continues its growth in financial services’ aggregation and client experience tools with its first dedicated product officer and largest quarter of growth in company history.
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...How to Protect Your Clients from Technology Shifts with a Comprehensive Client Experience
In the fast-paced world of financial services, change is inevitable. Maintaining flexibility in your business model is critical for ongoing success....
How Account Aggregation Helps Bank and Trust Organizations Grow
While all firms would like to see their trust and wealth management business grow, we know from experience that taking care of our current client...FOLLOW US
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