Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer...
Wealth Access Hires 7 Veterans to Continue Growth
Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior technology and financial services veterans.
Representing strong demand by financial advisors to provide their clients with an integrated and aggregated reporting view, optimized for all mobile devices, Wealth Access now reports on over $20 Billion, a 350% increase year over year, and has also experienced a 1,437% growth in active users added to the platform over the past year.
To continue this rapid growth, Wealth Access also announced the hiring of 7 veteran financial services and technology executives to join the Wealth Access team. These senior staffers come from many of the industry’s leading technology platforms, such as Black Diamond, eMoney, Schwab, Envestnet and Symantec and will play a lead role in enhancing the Wealth Access user experience, technology infrastructure and sales reach.
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.