The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success. Wealth Access was named as a finalist for account aggregation, unique householding, and on-boarding support. Winners will be announced on September 24, 2015 at the Mandarin Oriental hotel in New York City.
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Wealth Access Announces Integration with Q2’s Digital Banking Platform
Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform