Wealth Access has completed its integration with MoneyGuide, a popular financial planning software. This integration allows for advisors to pass client’s information from the Wealth Access platform to MoneyGuide making it easier to manage client finances and create financial plans. Please reach out to us if you are interested in this integration.
Trevor Shannon Joins Wealth Access as VP of Sales
We’re thrilled to welcome Trevor Shannon to the Wealth Access team as our Vice President of Sales. Trevor joins us with an extensive background in fintech sales and leadership, bringing over a decade of experience driving growth and building high-performing teams...
