UNIFIED WEALTH INTELLIGENCE
Wealth Access brings client data into a single unified view, so your team can spot opportunities, foster relationships, and grow AUM.
Your best clients have assets you have never seen, your best advisors waste hours chasing data, and your best relationships still feel transactional. Let’s fix all three.
Unified data reveals what clients hold elsewhere, turning blind spots into opportunities for consolidation and growth.
When the data is unified, advisors can stop reconciling and start advising. That's when relationships deepen and portfolios grow.
Clients trust advisors who see the whole picture. When you can account for every asset, your advice earns deeper loyalty.
CONNECTED.
INTELLIGENT.
UNIFIED.
We unify your data so it tells a single story, deliver experiences that make clients feel known, and surface the intelligence that helps advisors act—it all compounds.
CLEAN
DATA.
AI-READY.
YOUR ADVISORS, EQUIPPED
YOUR CLIENTS, SERVED
OVERLAY, NOT OVERHAUL
YOUR
SUCCESS
IS OURS
“As we look for more ways to continually strengthen relationships and get deeper into financial planning conversations, centralizing Wealth Access will help our advisors have factual discussions that aren’t simply based on anecdotal evidence. Ultimately, that allows us to come up with more customized and nuanced planning and allocation strategies that will better serve our clients.”
CPA, CFP, Managing Director, Enterprise Wealth Management and Chief Operating Officer, Enterprise Bank.
“With all the information available today comes confusion. Our job as advisors is to act as a translator to find the right information and present it to clients in a way that allows them to achieve their goals. Wealth Access allows us to distill that data and get to the heart of what the client wants.”
Consultant, former CIO of Savant
INSIGHTS
THAT
CONNECT
Helpful articles, industry insights, and practical guidance—all designed to help wealth leaders learn, evolve, and better leverage their data.
Questions?
Three levers. First, cross-sell: unified data reveals which banking customers aren't wealth clients yet—fewer than 5% typically are, which represents a massive untapped opportunity. Second, held-away capture: aggregation shows assets held at other institutions. Third, advisor capacity: less time gathering data means more time for meaningful client conversations and prospecting that drives growth.
Yes. Clients can link external accounts through aggregation—like an IRA or retirement account held at another institution. Those held-away assets appear alongside managed accounts in the unified balance sheet, and advisors see the same complete view. This turns blind spots into consolidation opportunities. Wealth Access can even flag held-away retirement accounts as rollover opportunities automatically, so advisors know exactly where to focus their outreach for maximum impact.
Most banks are siloed—wealth, retail, and trust each have separate systems, so cross-sell opportunities stay invisible. A wealth advisor might not see the full banking relationship; a banker might not know their customer is a wealth prospect. Wealth Access creates a Universal Client Record spanning wealth, retail, trust, and retirement. When advisors and bankers finally see the same complete picture, collaboration happens naturally. The platform also surfaces cross-sell insights automatically.
Advisors access Wealth Access through a web-based dashboard showing their full book of business—client lists, assets under management, adoption metrics, and surfaced insights. Many institutions also embed Wealth Access widgets directly into Salesforce or their digital banking platform, so advisors see unified client data without switching tools or learning a new interface. Single sign-on keeps access seamless. APIs also support custom integrations for institutions that want to build their own experiences.
We connect to trust accounting systems, brokerage platforms, core banking, retirement recordkeepers, and external custodians. Our proprietary UETL framework ingests data from 7+ internal and external systems and normalizes it into one consistent, governed layer. Clients can also link held-away accounts via aggregation, adding visibility into assets at other institutions. The Integration Hub then distributes that unified data to advisor dashboards, client portals, CRMs, planning tools, and APIs.
Join the 60+ institutions that have transformed fragmented data into connected intelligence. Schedule a demo and let's explore what's possible.
