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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 Taps Drew DiMarino as Chief Revenue Officer

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

~Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions~ NASHVILLE, Tenn., Sept. 11, 2024 – Wealth Access, a leading technology provider in wealth data,...

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