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 Taps Drew DiMarino as Chief Revenue Officer
~Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions~ NASHVILLE, Tenn., Sept. 11, 2024 – Wealth Access, a leading technology provider in wealth data,...
