COMPLETE. CONNECTED. INTELLIGENT.
The Wealth Access platform is built for the way financial institutions actually work—across departments, across systems, and across every client relationship.
PLATFORM
CAPABILITIES
Our platform serves every stakeholder with greater efficiency, deeper connections, effortless collaboration, and the visibility to see it all to completion.
Gives advisors and clients an organized, interactive view of every account and holding, including trust-specific detail.
A scannable, interactive view of assets, liabilities, and net worth with historical trends clients can explore and trust.
Client income and spending visualized in one interactive view, with category breakdowns and transaction-level detail.
A tailored experience for clients managing personal and business finances, with entity-aware views and PFS generation.
Our personalized dashboard is more than a read-out for data, it’s a control panel where insights, performance, and goals connect.
Proactive insights drawn from behavioral, financial, and document signals, with built-in reporting for automated delivery.
One workspace where advisors can organize clients, analyze exposure, spot opportunities, and manage their entire book.
Documents are automatically classified and organized, turning passive files into searchable, connected intelligence.
Persona-driven permissions model that reflects real financial relationships across every user type and institution.
Establish the visual design and experience of Wealth Access for your team and clients, including colors, logos, and labels.
Track logins, feature usage, and insight engagement across segments, then export ready-to-share reports for leadership.
A secure collaboration layer where clients control third-party visibility and firms maintain complete audit oversight
A single view of every data pipeline and partner connection powering your platform, with tools to monitor and manage each.
Embed widgets into your own portals, connect through documented APIs, and launch partner tools via SSO without custom builds.
Gives advisors and clients an organized, interactive view of every account and holding, including trust-specific detail.
A scannable, interactive view of assets, liabilities, and net worth with historical trends clients can explore and trust.
Client income and spending visualized in one interactive view, with category breakdowns and transaction-level detail.
A tailored experience for clients managing personal and business finances, with entity-aware views and PFS generation.
Our personalized dashboard is more than a read-out for data, it’s a control panel where insights, performance, and goals connect.
Proactive insights drawn from behavioral, financial, and document signals, with built-in reporting for automated delivery.
One workspace where advisors can organize clients, analyze exposure, spot opportunities, and manage their entire book.
Documents are automatically classified and organized, turning passive files into searchable, connected intelligence.
Persona-driven permissions model that reflects real financial relationships across every user type and institution.
Establish the visual design and experience of Wealth Access for your team and clients, including colors, logos, and labels.
Track logins, feature usage, and insight engagement across segments, then export ready-to-share reports for leadership.
A secure collaboration layer where clients control third-party visibility and firms maintain complete audit oversight
A single view of every data pipeline and partner connection powering your platform, with tools to monitor and manage each.
Embed widgets into your own portals, connect through documented APIs, and launch partner tools via SSO without custom builds.
Our data engine is the backbone of the Wealth Access platform, unifying fragmented feeds across systems into governed records you can build on.
Standardized, config-driven pipelines handle straight-through processing, bulk updates, and safe deletions with full audit trails.
Reconcile every person, account, and relationship into one profile that powers consistent data across the institution.
Experience cleaned and normalized data with built-in AUM smoothing, diversification coverage, and holdings delivery.
WEALTH DATA,
DELIVERED
Wealth and banking data belong together. We connect them so leaders can measure relationships, spot opportunities and grow strategically.
Governed wealth data lands in AWS, Snowflake, or your preferred cloud environment so your teams can put it to work immediately.
Structured datasets that let your BI and data teams combine wealth, consumer, and commercial data for a holistic client view.
Data arrives already processed, normalized, and governed so teams spend time analyzing growth instead of preparing data.
BUILT TO INTEGRATE
We integrate with 25+ planning, performance, and workflow tools your teams already rely on, with guided setup so admins can connect them directly.
Questions?
Unlike conventional document storage, our vault is metadata-first. It automatically indexes documents like wills and PE statements, allowing advisors to use natural language queries to extract specific data and insights without opening a single PDF. It transforms passive files into active, searchable intelligence.
Yes. Wealth Access features a composable architecture with modular widgets and entitlement-based access. Firms can define default layouts and lock specific components for compliance while allowing users to rearrange their view. This ensures every persona, from advisors to administrators to end users, sees only what is relevant.
Our Portfolio area includes specialized Principal and Income (PI) tabs specifically for trust accounts. Advisors can drill into transaction-level detail via interactive flyouts that eliminate page switching, all while maintaining month-end data alignment for consistent, audit-ready reporting.
The platform identifies money in motion, such as large deposits or changes in held-away assets, and flags them as actionable opportunities. It also monitors engagement risks, alerting advisors when clients haven't logged in or accepted invitations, triggering proactive outreach and retention.
Wealth Access is API-first, offering pre-built widgets and SSO for tools like Salesforce and MoneyGuide. This allows you to embed wealth data directly into your existing workflows, creating a unified experience across banking and wealth systems without replacing what you already have.
DISCOVER
WEALTH ACCESS
Join the 60+ institutions that have transformed fragmented data into connected intelligence. Schedule a demo and let's explore what's possible.
