All of us here at Wealth Access are pleased to announce the release of our newest solution for advisors, Firm Insight. Firm Insight is our business intelligence solution. You’ve likely heard the term “business intelligence” tossed around over the past few months in...
The Association of Trust Organizations (ATO) celebrated 25 years of providing a forum for leaders, owners and operators of trust organizations to network and grow as an industry this year, and we were proud to be a sponsor of this great industry event. The...
Originally written by David Benskin for Financial Advisor IQ on April 28, 2016 Now that robo advisors are a mainstay on the wealth management technology landscape, new strategic questions arise for human advisors, broker-dealer technology executives and, really,...
If you are a high net worth advisor or investor, technology is one of greatest threats to your bottom line over the next five years.
Technology Tools for Today (T3) 2014, which took place February 10-12 at the Anaheim Hilton, showcased a number of such technologies already flooding the market, and even more waiting on the horizon.
The family office experience: “It’s not a product solution – it’s an advisor experience.”
With Wealth Access, advisors are able to collaborate with one another to provide their clients with a virtual family office experience.
Next-generation stewards are comfortable in virtual spaces.
It is hard enough to explain financial basics to the next generation, but it is even harder to instill the subtle principles that lay behind acquired wealth.
For true success in a multiple advisor portfolio, each advisor must have line of sight into assets held away and be given clear directives and focus.
Advisors understand that the financial services industry is changing rapidly and technology is putting new pressure on their business model. And clients are looking to advisors for more than portfolio management.