EXPERIENCES THAT CONNECT
Your advisors need complete visibility to serve clients well. Your clients expect modern, personalized experiences. Wealth Access delivers both, seamlessly.
EQUIPPED TO
ENGAGE
Deliver insights without delays, recommend next steps with confidence, and enrich how clients see their own finances—a truly connected experience.
When insights surface automatically, you spend less time pulling reports and more time preparing for meaningful conversations.
Static reports tell your clients what happened. Connected intelligence shows them where to focus—and what to do next.
Your clients want to understand their finances, not interpret dashboards. Give them consolidated views that make sense.
EXPERIENCE,
DIFFERENTIATED
Manage clients with clarity, access documents with intelligence, and view portfolios with precision—three capabilities that will change how you work.
Give your advisors a single workspace to view households, surface opportunities, and take action—deployable across your ecosystem.
Turn back-office document management into a lever for personalized insight, efficiency, and deeper client relationships.
Clients want to see their complete financial picture, not just what you manage. Show them everything—and keep them coming back.
Give your advisors a single workspace to view households, surface opportunities, and take action—deployable across your ecosystem.
Turn back-office document management into a lever for personalized insight, efficiency, and deeper client relationships.
Clients want to see their complete financial picture, not just what you manage. Show them everything—and keep them coming back.
YOUR
SUCCESS
IS OURS
($14B AUM)
“We’ve enhanced the digital client experience to provide the ultimate personal financial management destination, accessible on any device—anywhere, anytime.”
Chief Innovation Officer, Buckingham Strategic Wealth
($7.6B AUM)
“My goal is that Wealth Access becomes the hub for all client financial data. Creating a space online where clients can see performance, view all their information and access integrated apps like financial planning is what people will expect, and that’s what we plan to deliver.”
SVP, AMG National Trust Bank
OVERLAY, NOT OVERHAUL
We connect to your existing cores through APIs, unify the data, and deliver a single view—no conversion required, no disruption to operations.
WEALTH MEETS
TECHNOLOGY
Held-away assets represent your biggest growth opportunity—but only if clients engage. Give them experiences that make consolidation feel easy, not overwhelming.
Your clients compare you to fintechs, not other banks. Give them the modern experience they expect—without a multi-year rebuild of your systems and infrastructure.
YOUR
LEGACY,
PROTECTED
Your institution's data represents decades of relationships and decisions. We protect that history while connecting it to your future. Unified intelligence builds on what you have—it doesn't erase it.
Questions?
Clients see a personalized dashboard showing their complete financial picture—managed accounts, held-away assets, and liabilities—all in one consolidated view. They can track net worth changes since their last login, explore cash flow trends, and access statements and documents in the secure vault. The experience is fully branded as yours, so it feels like your institution's digital presence, not a third-party add-on.
Yes. Advisors can view exactly what clients see through an "access as client" feature, making it easy to guide conversations and troubleshoot questions. Both see the same consolidated household view, the same held-away assets, the same documents. This alignment eliminates the awkward moments when a client knows more about their own net worth than their advisor does.
Absolutely. Every element (colors, logos, dashboard layouts, etc.) can be configured to reflect your brand. Clients see your institution at every touchpoint, not a generic vendor interface. You can also set default dashboard configurations by client segment while still allowing individual personalization.
Clients can link external accounts through aggregation: retirement accounts, brokerage accounts at other institutions, even credit cards. Those held-away assets appear in the same consolidated balance sheet as managed accounts, giving clients (and their advisors) a complete financial picture. This visibility often surfaces consolidation opportunities that drive AUM growth.
Modern clients expect clean interfaces, mobile access, and real-time visibility. This is the standard set by consumer fintechs. Wealth Access delivers that experience while adding what fintechs can't: deep integration with your lines of business—trust, wealth, banking, and beyond—plus the human relationship your advisors provide.
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.
