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Wealth Access Secures Its 5th Consecutive WealthManagement.com Industry Award During the 2020 Online Event
Wealth Access continues long-running success with recognition as the winner of the WealthManagement.com Industry Award for Technology Providers: Wealth Reporting/Personal Finance Managers. Wealth Access, the largest independent personal financial management and...
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in...
Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.NASHVILLE, TN – April 22 – Wealth Access, one of the industry’s largest independent personal financial...
Wealth Access has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.
A better way to deepen your client relationships NASHVILLE, TN - January 22 – Wealth Acess is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will...
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has hired Shea Merville as its Director of Client Success.
Wealth Access has been selected as one of the most innovative and disruptive technology companies in wealth management at the 2019 WealthManagement.com Industry Awards for its Best Personal Finance Management Solution.
Wealth Access continues its growth in financial services’ aggregation and client experience tools with its first dedicated product officer and largest quarter of growth in company history.
Wealth Access Now Reports on Over $190 Billion; Announces Record-Breaking Year of Growth and Secures Funding to Accelerate Future Plans