The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success. Wealth Access was named as a finalist for account aggregation, unique householding, and on-boarding support. Winners will be announced on September 24, 2015 at the Mandarin Oriental hotel in New York City.
read more…
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
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...
