wealthaccess.comWealth Access: Personal Financial Management
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wealthaccess.com |
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Ann Arbor |
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42.259864807129 |
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Solutions Advisor Solutions Bank & Trust Solutions Resources Blog Calendar News Library About Us Team Careers Contact LOGIN Select Page Build Lasting Client Relationships Through Intelligent Aggregation Engage your clients with collaborative financial management tools to build stronger relationships. Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow. SCHEDULE A DEMO TODAY Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy PUBLICATIONS FEATURED IN ENHANCE YOUR Client Experience Deliver a custom-branded mobile app and client portal to your clients and prospects so you can succeed in the new wealth management era. Our technology can help you stay compliant for DOL rule changes and provide an enhanced client experience built on leading-edge technology solutions. Plus, our team is here to help you implement it all with ongoing support to advisors and end-clients, even after your onboarding is complete. Intelligent Aggregation Our Intelligent Aggregation data engine includes direct feeds from more than 20,000 institutions through multi-tiered data sources, including hard-to-report-on assets such as private investments. A recent study of current clients showed that Intelligent Aggregation helped them grow revenues by $2,000 per client through Wealth Access. Integrated Experience Configurable Client and Advisor portals present rich visualizations out of the box, or you can leverage our 50+ plug-and-play component-based widgets, including integrated widgets from third party financial planning and performance reporting softwares. START IMPROVING RELATIONSHIPS TODAY Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Client Engagement We help you create a client experience that increases engagement, fuels growth, and improves advisor productivity. Extend your capabilities with our deep portfolio accounting and financial planning integrations. Dedicated Service You can outsource new client onboarding to our dedicated support team to ensure a quality experience, saving you time and resources with our unique combination of software + service. MAKE YOUR FIRM Their Home Screen Clients can access their entire wealth picture on the go from your branded app available on both the Apple App Store and Google Play store. We offer a complete mobile-enabled portal, so your clients can enjoy an optimized experience anywhere, anytime, on any device, all with your branding front and center. CUSTOMIZE YOUR APP Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy YOUR VIRTUAL FAMILY OFFICE CONNECTION TO The Next Generation of Wealth We specialize in multi-generational wealth views of a family’s entire balance sheet. Wealth Access is designed for both individual family members and their authorized advisors, so you can easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests. CONNECT Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Balance Sheet Views Customizable balance sheet views allow you to highlight and address focus areas of clients’ financial situations. Save yourself from the cumbersome task of compiling disparate financial statements and provide your clients a value-add service they can share with their banks or other institutions. SEE IT LIVE Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Safe and Secure Keeping your data safe and secure is one of our most important commitments. We encrypt your data with the AES-256 encryption standard and store it at industry-leading data centers that are fully SOC1/SOC2/SOC3 Type II certified. We follow industry-best practice guidelines in the design and implementation of our network security environment. Our production, development, and corporate environments are kept separate from each other through the use of zones. SECURE YOUR DATA Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy CONCIERGE Onboarding Our professional, dedicated staff specializes in onboarding your custodial accounts as well as your clients’ individual holdings, saving you both valuable time. Our unique combination of software and service gets your clients up and running quickly with an enhanced concierge experience. DISCOVER Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy ENTERPRISE Intelligence Firm Insight , our business intelligence solution, provides top-down information to help RIAs, Banks, Trust departments and Broker-Dealers make more informed business decisions, as well as gain new insights into advisor productivity and client satisfaction. When you have all your firm’s data at your fingertips, you can more easily identify new business opportunities and make better decisions to grow your firm. GET INFORMED Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy TESTIMONIALS “Wealth Access’ aggregated data feeds from multiple systems and over 20,000 institutions solved our manual ‘one off’ problem. Along with the stability of a committed organization with wealth management industry experience that had the ability to integrate tightly into Savant’s proprietary client portal, providing a Savant-branded experience separated Wealth Access in our minds.” SAVANT CAPITAL MANAGEMENT “Having a compelling, fully functional client portal with account aggregation is table stakes, these days. Even for old-line Trust companies, client expectations are now making it a priority.” JAY ALEXANDER Director of Private Banking at Landmark Bank READY TO BEGIN THE CONVERSATION? Let Us Know and We’ll Get in Touch to Answer all Your Questions. GET STARTED Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy CONTACT SALES: (866) 612-0324 SERVICE: (866) 599-8889 Nashville Office 618 Church Street Suite 420 Nashville, TN 37219 Twitter RSS Designed by Elegant Themes | Powered by WordPress Name * First Last Email * Firm Name * Phone * Newsletter Sign Up * Yes No I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Name * First Last Email * Firm Name * Phone * I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Name * First Last Email * Phone * Firm Name * I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Cookies We use cookies to improve your experience and analyze user behavior. By continuing to use this site, you consent to our use of cookies. Accept Read more Change Settings Cookie Box Settings Cookie Box Settings Select which cookies you will allow this site to use: Block all Functionality Analytics Advertising Essential cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The...
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