Software Update
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...

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 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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