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 Unveils Transformative Solutions: One Wealth, One Bank, One Data, Powered by Integration Hub
Wealth Access, the leading technology provider in wealth data, is proud to announce its enhanced solutions designed to transform the banking industry: One Wealth, One Bank, One Data, powered by Integration Hub. This innovative offering empowers banks and credit unions...
