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. In addition, the Wealth Access team hosted an after-hours reception poolside at the Four Seasons where we were able to discuss the importance of utilizing Wealth Access to better advise clients.
Wealth Access Names Andy Zinn as Chief Innovation Officer
~Experienced wealth management, operations, IT executive joins company to bolster growth of wealth management services at financial institutions across the country~ NASHVILLE, Tenn., Aug. 20, 2024 – Wealth Access, the leading customer data insights platform that...
