FIS Selects Wealth Access Financial Management Platform for Account Aggregation, Client Portal and Mobile Reporting

 – World’s largest financial services technology company to provide Wealth Access to Large RIAs and Trust Companies

NASHVILLE, Tenn. (Dec. 8, 2015) — Wealth Access, a financial technology company that provides best-in-class financial management software for high net worth advisors and clients, announced today that it has entered into a software distribution agreement with FIS, the world’s largest financial services technology company.  A Fortune 500 company, FIS will leverage the Wealth Access platform to provide innovative account aggregation, client portal and mobile reporting solutions for its extensive wealth management client base, including large registered investment advisors (RIAs) and trust companies.

Serving more than 14,000 clients in 130 countries, FIS provides comprehensive reporting, back office and wealth management technology to RIAs and trust companies on a daily basis.  To supplement these services, FIS is deploying Wealth Access to enhance its digital capabilities and substantially improve the online client experience.

“We are honored to partner with such a large and well established firm as FIS,” said David Benskin, CEO of Wealth Access.  “Being able to support a broad and diverse client base demonstrates the scalability of our platform and evidences tremendous interest among high net worth investors for a compelling, online personal financial management experience.”

Wealth Access will provide FIS’ with an additional account aggregation solution with a user friendly, robust and accurate system.  Additionally, Wealth Access will enhance the FIS’ client portal while also providing an immediate mobile-enabled client experience solution Wealth management clients of FIS will benefit from an easier way to access reporting technologies, enhance their ability to target new markets, streamline vendor management and enjoy preferred pricing.  The FIS/Wealth Access arrangement will initially be targeted to wealth management clients and will expand to other FIS client segments including Trust and Banking.

“This new agreement further validates that there is strong demand by financial advisors to provide clients with an integrated and aggregated reporting view that is optimized for all mobile devices,” said Benskin.  “Wealth Access now reports on more than $26 billion in assets under measurement―a 271% increase year over year―and has grown active users by 800% over the past year.”

 

    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
close-image