Bank & Trust Solutions
Increase client satisfaction and engage with your clients more effectively when you deploy our industry-leading aggregation engine and client experience tools. You can give your clients a single login for their entire wealth picture with ease. Our consumer-friendly enterprise software is built to serve the needs of any firm. Whether you have 100 clients or 10,000, Wealth Access can help propel you to scalable growth.
Your Wealth Access Client Portal can become your go-to, comprehensive solution for managing client relationships. We integrate many of the deliverables your clients want seamless access to, including performance reports, 1099s, financial planning tools, and more. Add your own branding to personalize the experience, and your Client Portal can help you take clients from excited to advocates.
Wealth Access is a complete mobile-enabled portal and built from the ground up to be a native experience for smartphones and tablets. Giving your clients the speed and reliability of a custom-branded mobile app can help you drive adoption of your technology through an optimized experience anywhere, anytime, on any device. We’ll create and deploy your white-labeled app in the Apple iOS and Google Play stores.
“Having a compelling, fully functional client portal with account aggregation is table stakes, these days. Even for old-line Trust companies, client expectations are now making it a priority.”
Director of Private Banking at Landmark Bank
Our Intelligent Aggregation is smart and comprehensive—we gather data directly from over 20,000 different institutions through multi-tiered data sources. Once connected, the Intelligent Aggregation engine uses our proprietary rules-based processes and a continuous refresh cycle to enrich the data and provide a robust data aggregation experience. All of your clients’ assets and liabilities are brought into one secure platform in a seamless workflow.
Firms using Wealth Access have used Intelligent Aggregation to convert more than $3 billion to managed AUM, for an average of $240,000 new annual revenue per firm and $2,000 in new revenues per client.
Balance Sheet & Cash Flows
Creating a premium client experience means providing your clients with a holistic view of their overall net worth via a single password, and Wealth Access has the tools to help you make life easy for clients. A customizable dashboard pulls together all of their accounts and updates them on a daily basis via our powerful account aggregation engine. Furthermore, you can put the Balance Sheet to use to grow your firm as you identify incremental business opportunities within your existing book of business.
Gain control over your firm’s business performance with Firm Insight from Wealth Access. All your data is immediately available via a firm dashboard to help you and your advisors stay on top of opportunities that can enhance your firm.
Get easy access to information like:
We are committed to keeping your financial data safe and secure.
Your data is encrypted with AES-256 and stored at industry-leading data centers that are fully SOC1/SOC2/SOC3 type II certified. We back up all the data we store to multiple locations that provide the highest levels of physical security and reliability.
All communications take place over secure TLS 1.2 channels. We do not allow SSLv3, RC4 or other weak protocols or ciphers.
Multi Generational Wealth Views
Our estate platform provides RIAs, Banks, Trust Departments, and Broker-Dealers the opportunity to have multi-generational wealth views for each of their clients’ family members.
This information can transform conversations from educated guessing to real dialogue that can ease the transition of wealth between generations.