Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’. The 50 Best Fintech Innovators is an in-depth look into companies taking advantage of technology and driving disruption within the financial services industry.
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...
