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 Expands Executive Team Adding Mark White and Jeremy Bolin
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin Data Insights Platform provider expands internal team to support continued growth Wealth Access, the leading customer data insights platform that unifies and enriches data that powers...
