14 events found.
Creating a Client Experience that Fuels Growth
For firms with 1st Global affiliation, please join us as Wealth Access VP of Sales, Ellen Murphy, discusses the importance of providing clients with a digital experience. She will talk […]
Integration Spotlight: First Rate & Wealth Access
Join partners First Rate and Wealth Access on a webinar where we discuss our integration and how the platforms work together to provide a seamless digital client portal experience.
Trust Users Group – 2023 Spring Conference
Trust Users Group 2023 Spring TUG Conference Nashville, TNOur Wealth Access team will be well represented at the Spring TUG / GPUG event from April 17 to 19 in Nashville, TN. Please see us in the Exhibition Hall […]
