Introducing

Firm Insight

Get Ready to Grow, Compete & Succeed

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Business Insight

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

GROW

See how your firm is growing

EVALUATE

Evaluate your advisor’s performances and use of Wealth Access

DISCOVER

Discover opportunities for growth

INCREASE

Increase Client Satisfaction

Compliance Simplified

FIRM INSIGHT HELPS YOU WITH COMPLIANCE AND CUSTOMIZATION ACROSS MULTIPLE ADVISORS

  • Set permissions
  • Set page restrictions
  • Private label
  • Legal
  • Disclaimers
  • Terms and Conditions

Increased Control

If you are tired of cobbling together data from disparate systems to try to stay on top of opportunties 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 Groups

Manage Team Members

Manage Group Administrators

Firms that deploy aggregation technology are experiencing a $2,000 increase in revenues per client on an annual basis. Ready to join them?

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