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.
Trevor Shannon Joins Wealth Access as VP of Sales
We’re thrilled to welcome Trevor Shannon to the Wealth Access team as our Vice President of Sales. Trevor joins us with an extensive background in fintech sales and leadership, bringing over a decade of experience driving growth and building high-performing teams...
