Discover what others in the industry are saying about us and stay on top of all our latest news.

Intelligent Aggregation: Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative

Wealth Access “Intelligent Aggregation” provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience. Wealth Access, the industry’s largest independent personal financial management and account...

read more
Ready to Grow, Compete and Succeed?
When you're ready to increase productivity, discover new opportunities to increase revenues, and increase client satisfaction, you need Firm Insight.