Wealth Access SaaS startup targets high net-worth clients and their advisors

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.

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Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...

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