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