“Whether Betterment or Wealthfront survive is irrelevant,” Joel Bruckenstein, of T3 (also attended by Wealth Access) said in his opening remarks at a standing room only session on robos. “The technology is here to stay.”
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...
