Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego. SSG President Dan Skiles discussed the new technology partnerships stating, “Through our many partnerships with leading technology vendors such as Pershing LLC, Black Diamond, Junxure, Wealth Access Inc, Vestorly Inc., TRX and MoneyGuidePro, you have a powerful and complete platform to compete against larger rivals and the Wall Street firms.”
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...
