Account aggregation tools are plentiful for both individuals and advisors—think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?
Wealth Access Names Andy Zinn as Chief Innovation Officer
~Experienced wealth management, operations, IT executive joins company to bolster growth of wealth management services at financial institutions across the country~ NASHVILLE, Tenn., Aug. 20, 2024 – Wealth Access, the leading customer data insights platform that...
