Get Ready to Grow, Compete & Succeed
If you want real time business information about how your firm is performing, how productive your advisors are, and opportunities to increase revenues, Wealth Access’ Firm Insight is what you need.
WITH FIRM INSIGHT, YOU CAN
See how your firm is growing
Evaluate your advisor's performance and use of Wealth Access
Discover opportunities for growth
Increase Client Satisfaction
FIRM INSIGHT HELPS YOU WITH COMPLIANCE AND CUSTOMIZATION ACROSS MULTIPLE ADVISORS.
If you are tired of cobbling together data from disparate systems to try to stay on top of opportunities and are ready to see, at a glance, key performance metrics, Firm Insight is ready for you.
IMPROVE SETUP ACROSS MULTIPLE ADVISORS
Manage Advisors and their Clients
Manage Team Members
Manage Group Administrators
Best-in-Class Personal Financial Management (PFM) for RIAs, Banks, Trusts and Broker-Dealers.
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