Wealth Access Named Finalists for WealthManagement.com

Wealth Access Named Finalists for WealthManagement.com Industry Awards

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.
read more…

More Insights

Wealth Access Announces Integration with Q2’s Digital Banking Platform

by Melissa Jackson | Jan 14, 2025

Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform

Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management

by Melissa Jackson | Oct 17, 2024

Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...

More Insights

Wealth Access Announces Integration with Q2’s Digital Banking Platform

Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management

Recent Posts

Categories

Archives

FOLLOW US