Wealthaccess.com Website Review

build lasting client relationships through intelligent aggregation. engage your clients with collaborative financial management tools to build stronger relationships. wealth access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help this iframe contains the logic required to handle ajax powered gravity forms.. deliver a custom-branded mobile app and client portal to your clients and prospects so you can succeed in the new wealth management era. our. technology can help you stay compliant for dol rule changes and provide an enhanced client experience built on leading-edge technology. solutions. plus, our team is here to help you implement it all with ongoing support to advisors and end-clients, even after your. our intelligent aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on as*ets such as private investments. a recent study of current clients showed that intelligent aggregation helped them grow revenues by $2,000 per client through wealth access. configurable client and advisor portals present rich visualizations out of the box, or you can leverage our 50+ plug-and-play component-based widgets, including integrated widgets from third party financial planning and performance reporting softwares. this iframe contains the logic required to handle ajax powered gravity forms. we help you create a client experience that increases engagement, fuels growth, and improves advisor productivity. extend your capabilities with our de*p portfolio accounting and financial planning integrations. you can outsource new client onboarding to our dedicated support team to ensure a quality experience, saving you time and resources with our clients can access their entire wealth picture on the go from your branded app available on both the apple app store and google play