Bank & Trust Solutions
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
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.