Transforming Financial Advice
Wealth Access Technology

Advisers are moving beyond seeing technology as a back office support function and are beginning to take advantage of the power of technology in enhancing the client experience and ultimately supporting smart, sustainable business models with legacy value.

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Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...

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