Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software. This integration allows for advisors to pass client’s information from the Wealth Access platform to MoneyGuidePro making it easier to manage client finances and create financial plans. Please reach out to us if you are interested in this integration.
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...
