Blog
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer...
Wealth Access Rockets to $571 Billion on its Platform
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.
October 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of our Customer Data Insights platform that Unifies and Enriches your client’s data to power hyper-personalized experiences for your clients and your organization. This release will...
June 2021 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 help drive insights and efficiencies in your organization. This release will automatically take place on Saturday,...
February 2021 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 help drive insights and efficiencies in your organization. To support your ongoing commitment to your clients to...
How INTRUST Bank Creates an Integrated Client Experience
What’s the most important way for a bank to differentiate its wealth management division today? Once upon a time, the answer might have been its number of investment strategies or more competitive fees. Those are still important factors for a consumer when choosing a...
How Data Aggregation Helps Enterprise Bank Provide Better Customer Service
When you think of digital customer service, what’s the first thing that comes to your mind? For some, the answer might be a client portal where a client can upload documents to their financial institution. For others, the answer might be along the lines of a mobile...
October 2020 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 help drive insights and efficiencies in your organization. This release will automatically take place on Monday,...
How Fulton Financial Advisors Increased Client Satisfaction with Better Tech
If you had to make a pie chart of all the reasons a client might end their relationship with a financial advisor, what would the biggest piece of the pie represent? While it may not be the sole factor of client attrition, “poor technology” is becoming a growing...
Wealth Access Secures Its 5th Consecutive WealthManagement.com Industry Award During the 2020 Online Event
Wealth Access continues long-running success with recognition as the winner of the WealthManagement.com Industry Award for Technology Providers: Wealth Reporting/Personal Finance Managers. Wealth Access, the largest independent personal financial management and...
Tegra118 Partners with Wealth Access to Amplify Digital Experiences for Advisors and Investors
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in...
August 2020 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 help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...
June 2020 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 help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...
