In a recent interview with industry publication IRIS, featured contributor Tim Welsh names Wealth Access as a company to watch over the next three years. Welsh states about wealth access that it is a, “…very powerful advisor technology platform built to scale and grow, adding needed capacity to capture the incredible opportunities heading advisors way.”
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...
