Software Update
December 2022 Release Notes and Product Enhancements

December 2022 Release Notes and Product Enhancements

We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...

December 2022 Release Notes and Product Enhancements

December 2022 Release Notes and Product Enhancements

We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...

Fall 2022 Release Notes and Product Enhancements

Fall 2022 Release Notes and Product Enhancements

The year is beginning to wind down, but product development at Wealth Access isn’t taking a break. We have grown our product and development teams this year, and we’re continuing our push to innovate and expand our Customer Data Platform for your benefit. In this...

October 2021 Wealth Access Release Notes

October 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of our Customer Data Insights platform that Unifies and Enriches your client’s data to power hyper-personalized experiences for your clients and your organization. This release will...

June 2021 Wealth Access Release Notes

June 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Saturday,...

February 2021 Wealth Access Release Notes

February 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. To support your ongoing commitment to your clients to...

October 2020 Wealth Access Release Notes

October 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Monday,...

August 2020 Wealth Access Release Notes

August 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

June 2020 Wealth Access Release Notes

June 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

April 2020 Wealth Access Release – Security Enhancements

April 2020 Wealth Access Release – Security Enhancements

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...

April 2020 Wealth Access Release Notes

April 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...

February 2020 Wealth Access Release Notes

February 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

December 2019 Wealth Access Release Notes

December 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...

October 2019 Wealth Access Release Notes

October 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place...

August 2019 Wealth Access Release Notes

August 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...

Product Update: December 2018

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...

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