Wealth Access
Data-unification and client portal platform for banks and wealth management firms.
wealthaccess.comWealth Access sells what it calls a connected intelligence platform for community and regional banks and wealth firms. It unifies data from banking, trust, brokerage and retirement systems and offers configurable dashboards and a document vault.
The company says it integrates with more than 25 core providers and custodians. Third-party listings place its founding in 2011 and its base in Nashville, Tennessee.
What it does
- Data unification
- Client portal
- Document vault
- Configurable dashboards
Coverage
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