“Wealth Access is the first secure platform that focuses on empowering high net worth investors to link together every account, every investment, every advisor, and every detail of their financial world,” said founder and CEO David Benskin. “This translates into better, simpler, smarter wealth management.”
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...
