Chatter About Wealth Access at Junxure
Wealth Access Junxure

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.

read more…

More Insights

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

~Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions~ NASHVILLE, Tenn., Sept. 11, 2024 – Wealth Access, a leading technology provider in wealth data,...

FOLLOW US

close-link
    Follow this link to access Privacy Policy
close-link
close-link