Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego. SSG President Dan Skiles discussed the new technology partnerships stating, “Through our many partnerships with leading technology vendors such as Pershing LLC, Black Diamond, Junxure, Wealth Access Inc, Vestorly Inc., TRX and MoneyGuidePro, you have a powerful and complete platform to compete against larger rivals and the Wall Street firms.”
Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth ManagementÂ
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,...
