Wealth Access “Intelligent Aggregation” provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience.


Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the launch of its next generation, Intelligent Aggregation enterprise-level platform, as well as the hiring of Jeff Bloedorn to oversee the growth of its institutional business.

The Wealth Access “V3”enterprise platform is an industry leading, modular, client portal powered by best in class multi-tiered aggregation, advanced client reporting and dynamic mobile access for large financial institutions. By being an “aggregator of aggregators,” Wealth Access is able to go above and beyond providing an aggregated view of client holdings to be able to also tap into visual-aggregated displays of clients’ entire financial situations, cash flow and budgeting, personal financial statements and integrations with financial planning systems through links to over 20,000 institutions via enterprise components and APIs.

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