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Wealth Access Rockets to $571 Billion on its Platform

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.

Introducing the Wealth Access + RightCapital Integration

Introducing the Wealth Access + RightCapital Integration

Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.NASHVILLE, TN – April 22 – Wealth Access, one of the industry’s largest independent personal financial...

Introducing the Wealth Access + Genivity HALO Integration

Introducing the Wealth Access + Genivity HALO Integration

A better way to deepen your client relationships NASHVILLE, TN - January 22 – Wealth Acess is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will allow...

Data aggregation’s ROI for Financial Planning Advisers

Data aggregation’s ROI for Financial Planning Advisers

Suleman Din / Financial Planning Financial Planning Advisers are being exhorted to use data aggregation tools as a means to better understand their clients' financial behavior.  But there's a tangible ROI for using data tools also, says the head of one aggregation...

Wealth Access Ranked #1 in 2015 Financial Planning Tech Survey

Wealth Access Ranked #1 in 2015 Financial Planning Tech Survey

Joel Bruckenstein's Financial Planning Tech Survey 2015 yield surprising results reveal Wealth Access to be one of the top digital advisor platforms, commonly referred to as B2B robo-advisors. Joel stated, "We were somewhat surprised to see that, among our readers,...

So advisers have access to more data – now what?

So advisers have access to more data – now what?

Written by: Alessandra Malito | Investment News Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive. What...

Automation is Here to Stay in Wealth Management – Are You?

Automation is Here to Stay in Wealth Management – Are You?

For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry. Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in...

Wealth Access leads dashboard charge

Wealth Access leads dashboard charge

Originally written by Kelly O'Mara for RIABiz One night in February 2011, David Benskin sat in his Merrill Lynch office in Nashville surrounded by boxes filled with records, Photostats, notes from client conversations, financial plans and screenshots. Overwhelmed by...

Wealth Access Hires 7 Veterans to Continue Growth

Wealth Access Hires 7 Veterans to Continue Growth

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior...

T3 Teeming with Deals

T3 Teeming with Deals

David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.

It’s a Robo Thing – Get Used To It

It’s a Robo Thing – Get Used To It

“Whether Betterment or Wealthfront survive is irrelevant,” Joel Bruckenstein, of T3 (also attended by Wealth Access) said in his opening remarks at a standing room only session on robos. “The technology is here to stay.”

Ten to Watch: David Benskin

Ten to Watch: David Benskin

Account aggregation tools are plentiful for both individuals and advisors – think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?

Chatter About Wealth Access at Junxure

Chatter About Wealth Access at Junxure

We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas.

Winning Clients Through Reporting

Winning Clients Through Reporting

Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.

New Tool Helps Track Entire Financial Life

New Tool Helps Track Entire Financial Life

When it comes to individuals with a high net worth, financial professionals say identifying a way to properly organize, track and view investments can be a challenge. David Benskin has launched his own company around the need.

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