Product Updates: April 2019

Reporting Enhancements Scheduled Reports Are you and your clients taking advantage of the powerful Reports capability in Wealth Access to easily create and run custom reports on demand?  If so, you are already aware of the ease of report generation and the...

Product Update: December 2018

In today’s post, we’re recapping some of the most recent enhancements we’ve made to Wealth Access. We’ll also provide you with a sneak peek of a few enhancements that are in development.  Please note that the updates below are now LIVE in Wealth Access.   DIRECT DATA...

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