See How Buckingham Strategic Wealth Helps their Clients take Full Advantage of Estate Planning and Intergenerational Wealth Tool

The advantages of the Wealth Access software are more than just enhanced client experience. “The ability to easily manage team structures and get in-depth business analytics through our Advisor and Firm Dashboards has been a tremendous asset,” said Jeff Remming, Chief Innovation Officer. “We can easily accommodate advisors who work on multiple teams and better understand our clients’ usage of the platform as well as wallet share opportunities we have as a firm.”

 

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