Waddell & Associates

Waddell & Associates

“The comprehensive, well-organized data from Wealth Access has deepened our client relationships by providing clarity into the details of their financial lives. With the ease of access to this information, we have provided our clients valuable reporting and more efficient, thorough financial planning.”

DAVID S. WADDELL, CFP
CHIEF EXECUTIVE OFFICER

Robin Stonehill

Robin Stonehill

“Wealth Access gives me a comprehensive, detailed picture of my financial life all on one platform. It is user friendly and enables me to interact effectively with multiple advisors.”

ROBIN STONEHILL
RETIRED NYSE SPECIALIST
PRIVATE INVESTOR

Westport Resources

“I believe Wealth Access will revolutionize our industry by providing full transparency and communication between investors and their trusted advisors. We find this especially powerful for multi-generational families with complicated financial pictures.”

Greenover Group

“The dashboards facilitate decision making by allowing me to view our entire portfolio – both consolidated and by entity – at a glance. Wealth Access aggregates data for us, so we can move our efforts from reconciling statements and entering data to reviewing asset allocation and making investment decisions.”

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