Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award

Wealth Access has been selected as one of the most innovative and disruptive technology companies in wealth management at the 2019 WealthManagement.com Industry Awards for its Best Personal Finance Management Solution.


Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, is pleased to announce that it has been named a winner in the WealthManagement.com Industry Awards for the fourth consecutive year.

During the WealthManagement.com Industry Awards ceremony on September 12th, Wealth Access received the award for Wealth Reporting/Personal Finance Managers for Technology Providers due to the enterprise deployment of its personal financial management software.

“We are absolutely thrilled to receive this recognition from WealthManagement.com this year,” said David Benskin, founder and CEO of Wealth Access. “This award is a reflection of the tireless work our team puts in each day to create accessible PFM tools that make a real difference in how advisors work together with their clients to make everyday money management a simpler process.”

Wealth Access has been a recipient of several past WealthManagement.com Industry Awards. The firm received the Wealth Reporting/Personal Finance Managers award in 2018, 2017, and 2016. It also received the award for best Account Aggregation in 2017.

Wealth Access has also formed an Executive Advisory Board that will be comprised of senior executives from select clients and the Wealth Access executive team.

With a product strategy focused on identifying proactive opportunities for advisors to increase end investor satisfaction, the Executive Advisory Board will be instrumental in providing feedback on Wealth Access roadmap items. Topics will focus on how Wealth Access enables Advisor Alpha through AI-powered financial wellness, enhanced CRM integration, API-driven digital and data offerings, and data science-backed recommendation tools.

“Our first Executive Advisory Board will strengthen communication with our clients and give us the opportunity to engage in direct feedback about how we develop our next wave of AI-powered advisory tools,” said Benskin. “I’m looking forward to seeing how the ideas we discuss with the advisors present will impact the industry in the year ahead.”

In November of 2019, the company will host the inaugural Executive Summit at the JW Marriott in Nashville, Tenn. This event is invitation-only and will bring together the Executive Advisory Board along with executives from other Wealth Access clients.

About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high-net-worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to https://www.wealthaccess.com.

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