Introducing
Firm Insight
Get Ready to Grow, Compete & Succeed
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?
