"Bringing together all these different elements so the clients can access them all in a single digital hub has enhanced the quality of the client experience and how we deliver financial advice."
"The technology we have at our fingertips allows us to provide a full financial perspective to our clients, and also gives a complete view to our financial advisors."
"Our job as advisors is to act as a translator to find the information and present it to clients in a way that allows them to achieve their goals. Technology allows us to distill that information and get to the heart of what the client wants."
"My goal is that our Wealth Access portal becomes the hub for all client financial data. Creating a space online where clients can see performance, view all their information and access integrated apps like financial planning is what people will expect, and that’s what we plan to deliver."
"We recently started working with a new client who holds all their assets outside of our custody and Wealth Access will aggregate all their data. We’re able to make that relationship work because of our confidence in the connections from Wealth Access."
"The overall holistic, comprehensive view of a client’s personal situation gives our team the power and knowledge to fully understand their financial picture and what it looks like. That knowledge we gain from the portal and other tools opens up discussion and opportunity that would otherwise be inaccessible."
"In its pursuit of providing complete advice to clients, the executive team at Capital Asset Advisory Services recognized that they needed to take steps that would unify and modernize their digital experience."
"Instead of clients guessing about their spending habits or relying on advisors to ask for outside statements, we can provide a complete financial review, all through one login under the Buckingham brand."
"If your team is looking for a way to gain credibility with prospects who are looking for forward thinking advisors, you’ll find three key areas of interest in the Reason Financial case study."
"Wealth Access is the ideal solution for us and our clients. Particularly as we are strategically moving all of our technology into the cloud and facilitating mobile friendly capabilities."
"Enhancing the client experience is paramount here at NEPWA,” said Rapaport. “Wealth Access is a great combination of technology and service that enables us to continue to deliver on that promise to our clients."
"Our goal is to enhance the client experience and give our clients a tool they didn’t have before. Ultimately, if that helps us capture assets, then that’s great, but it also helps us be more accurate and saves time."
"We know from talking with our clients that while not all of them have embraced new technology, there is a strong and growing group that looks to technology to help them manage their finances."
"It was so much easier than I imagined. All we had to do was gather a list of the clients and the folks at Wealth Access linked them all for us. It was a true delight."
"Wealth Access is a great addition to our suite of wealth management solutions. It allows us to shift resources away from information gathering and towards more collaboration with our clients and their networks of advisors, resulting in a measurable impact on the quality of service we provide."
"Advisors owe it to themselves, their businesses and their clients to learn more about how account aggregation can be a critical component of their technology stack that will help them meet their long-term goals."