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 Announces Integration with Q2’s Digital Banking Platform
Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform