Wealth Access wins for “Best Account Aggregation” and “Best Personal Financial Manager / Wealth Management Reporting”

Nashville, TN October 16, 2017. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it’s industry leading platform has been recognized for outstanding achievement in Account Aggregation and Personal Financial Managers/Wealth Reporting by the prestigious wealthmanagement.com Industry Awards Program (https://events.wealthmanagement.com/2017-winners/)

The Industry Awards Program recognizes firms that are contributing to advisor success in various categories, most notably in the key technology areas advisors use on a daily basis to better manage and grow their firms.

Building on Wealth Access’s win in the Personal Financial Manager category last year, wealthmanagement.com named Wealth Access a finalist in three separate categories for Technology providers in 2017, including:

• Personal Financial Managers – Wealth Access Enterprise PFM
• Technology Innovation / New Applications – Wealth Access Mobile Dashboard
• Account Aggregation – Wealth Access Intelligent Aggregation

These technology categories were designed to recognize top technology firms for excellence in enhancing the client experience, driving new revenues and providing back-office efficiencies. A judging panel of industry luminaries selected Wealth Access among over 500 nominations as a finalist in these three categories, and as a winner in the Account Aggregation and PFM categories among elite competition.

WealthManagement.com editor-in-chief David Armstrong said the winners are offering “first-rate products and services” to advisors, helping them “build better practices by giving them the tools they need. These companies deserve to be recognized for doing noble work, as these initiatives help advisors provide a more prosperous future for countless clients, large and small,” Armstrong said.

“We are honored to continue to garner the industry’s recognition for our wealth management technology platform,” said David Benskin, CEO of Wealth Access. “We look forward to enhancing our products and services and will continue to invest to make them a core part of the advisor-client relationship.”

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 www.WealthAccess.com.

Read more…

    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
close-image