Case Studies
Hear straight from the people who use Wealth Access on a daily basis.
AMG National Trust Bank
AMG engaged Wealth Access to create a custom solution for its customers that provides an exceptional mobile, digital-first experience and allows clients to aggregate their financial accounts.
Arlington Family Offices
As an independent, employee-owned firm that also includes a private trust company, Arlington Family Offices enjoys the freedom to be selective with its clientele and provide them with individualized and comprehensive solutions.
CG Financial Services
In its pursuit of providing complete advice to clients, the executive team at CG Financial Services recognized that they needed to take steps that would unify and modernize their digital experience.
Fulton Bank
Since partnering with Wealth Access in 2018, the team at Fulton has been able to bring data to life for clients and prospects alike in a way they were unable to do before.