Advisors will soon be offered an application that, when their clients permit, affords them real-time access to client data; the advisor version of the dashboard helps streamline advisors’ data-management chores (they do a lot of manual data-entry) and improves performance for clients, according to the company’s website.
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
