Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software. This integration allows for advisors to pass client’s information from the Wealth Access platform to MoneyGuidePro making it easier to manage client finances and create financial plans. Please reach out to us if you are interested in this integration.
Wealth Access Rockets to $571 Billion on its Platform
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.
