Capital Asset Advisory Services Selects Wealth Access to Unify Its Client Experience
Wealth Access will support client service and data aggregation for Capital Asset Advisory Services, a wealth management group with over $2 billion in AUM.
Introducing the Wealth Access + Genivity HALO Integration
A better way to deepen your client relationships NASHVILLE, TN – January 22 – Wealth Acess is excited to announce a new partnership with Genivity to...
December 2019 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can...
Wealth Access Announces Shea Merville as Director of Client Success
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has hired Shea Merville as its Director of Client Success.
October 2019 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can...FOLLOW US
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