Provide your clients and advisors with an outstanding experience through Wealth Access’s advanced and innovative technology, particularity for the next generation investor, set to inherit $30 trillion in the coming years, these emerging clients expect a different experience from their advisor that is technology enabled, real time and readily available on their mobile devices.
The latest generation V3 portal is integrated and purpose built with aggregated wealth views, that enhances the client experience and engages clients online and on their phones, while bringing in operational efficiencies to lower costs so that advisors can compete in a world of "digital" advice.
Wealth Access includes drag-and-drop functionality that looks at an investor's total wealth, balance sheet, cash flows, and asset allocation. It includes customized report generation, a document vault, and alerts that notify investors if their asset allocation is no longer in balance, funds are transferred out of an account, or a deposit is made to an account. Advisors can also customize branding of the portal and use it to analyze their entire book of business. For firms who already have some of these components, they can choose any of these elements as stand-alone tools integrated into existing applications.
Wealth Access provides digital tools to improve the advisor/client experience. Bring automation to your advisor’s practices to improve productivity and scale.