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.
Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth ManagementÂ
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...