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...
Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award
Wealth Access has been selected as one of the most innovative and disruptive technology companies in wealth management at the 2019 WealthManagement.com Industry Awards for its Best Personal Finance Management Solution.
August 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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