Wealth Access is a wealth management technology platform that provides data analytics and reporting solutions for the high-net-worth advisor and investor community. Its cloud-based platform aggregates information from financial service institutions to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance, and other complex situations. It was recently the winner of the Best Account Aggregation category and Best Personal Financial Manager/Wealth Management Reporting category in 2017.
PRODUCTS & SERVICES:
Online wealth management portal and app for financial advisors and banks.
It helps users to take better decisions in investments, tax planning, etc. The Intelligent Aggregation feature gathers data directly from over 20,000 different institutions through multi-tiered data sources. Once connected, the Intelligent Aggregation Engine uses the proprietary rules-based processes and a continuous refresh cycle to enrich the data and provide a robust data aggregation experience.
They also provide a customizable dashboard that pulls together all of the accounts and updates them on a daily basis via their powerful account aggregation engine.
The major clients are Archer Investment Management, Atlanta Capital Group, Bridgewater Advisors, Canterbury Consulting. Cloud Investments, COVA Wealth Management, Greenover Group, etc.
Wealth Access has partnership with SSG, First rate, FIS, etc.
Recently, it launched data aggregation’s ROI for advisers to use data aggregation tools as a means to better understand their clients’ financial behavior.