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Wealth Access

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities. It offers a user-friendly method for advisors to provide their clients with a clear view of their assets and liabilities, in one place, optimized for all mobile devices. Launched in 2011, Wealth Access provides a complete platform for advisors to collaborate with other professionals.

Website

https://www.wealthaccess.com/

Contacts

https://www.linkedin.com/company/wealth-access-inc-

https://twitter.com/ASmarterLook

Wealth Access
Wealth Access

Companies that integrate with Wealth Access

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning

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Wealth Access

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