When it comes to individuals with a high net worth, financial professionals say identifying a way to properly organize, track and view investments can be a challenge. David Benskin has launched his own company around the need.
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...
