~ One of the largest independent wealth management firms and affiliated TAMP enhances technology offering for its affiliated advisors to provide best-in-class personal financial management, account aggregation and client portal capabilities.
Nashville, TN and St. Louis, MO. September 27, 2017. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that Buckingham Strategic Wealth and BAM Advisor Services has selected Wealth Access for its digital client experience technology suite.
Wealth Access’ technology enables advisors and their clients to automate account gathering of all assets and liabilities to drive meaningful conversations and holistic advice. The results are deeper client relationships as well as operational efficiencies and the ability to turbo charge revenue-generating activities by identifying assets held away for consolidation.
“We’re dedicated to staying on the forefront of changes in the wealth management industry, so we are excited to partner with Wealth Access to bring these digital capabilities and technology integrations to our clients,” said Jeff Remming, chief innovation officer at Buckingham and BAM. “While we focus on building deep relationships with clients, we also know that they want a digitally enabled experience that incorporates all the latest information about their entire financial situation. With Wealth Access, we are now able to provide that comprehensive experience, and that platform will serve as a powerful relationship management tool for our advisors.”
By being an “aggregator of aggregators,” Wealth Access is able to go above and beyond providing an aggregated view of client holdings to be able to also tap into visual-aggregated displays of clients’ entire financial situations, cash flow and budgeting, personal financial statements and integrations with financial planning systems through links to over 20,000 institutions via enterprise components and APIs.
“We are very excited to be working with a champion of the fiduciary movement such as Buckingham,” said David Benskin, CEO of Wealth Access. “We look forward to helping them enhance their ability to deliver an outstanding digital experience.”
Going forward, Buckingham Strategic Wealth and BAM Advisor Services will be further integrated into the technology infrastructure for new innovations and enhanced capabilities, including multi-generational wealth views to nurture relationships across clients’ families and professional advisors.
About Buckingham Strategic Wealth and BAM Advisor Services
Buckingham Strategic Wealth, founded in 1994 and now one of the largest independent wealth management firms in the country, helps individuals and families, businesses, nonprofits, and business owners achieve their goals by creating and executing customized, comprehensive, evidence-based financial plans. BAM Advisor Services is a turnkey asset manager provider for registered investment advisory firms across the United States. Founded in 1997 as an outgrowth of Buckingham, BAM Advisor Services provides its partner firms, known collectively as The BAM ALLIANCE, with comprehensive wealth management solutions and support. Member firms share a fiduciary pledge to act in their clients’ best interests, and The BAM ALLIANCE community now includes 135 like-minded independent wealth management firms throughout the United States. BAM ALLIANCE member firms currently serve more than 15,500 clients and their families.
About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to www.WealthAccess.com.