Solution introduction
The complete solution for unified wealth management
Seamlessly view data, manage client relationships, and visualize revenue opportunities — empowering financial institutions to drive growth and deliver exceptional client experiences
Consolidate your clients’ lives
Your financial advice is only as good as the data fueling it. Wealth Access gives you industry-leading aggregation capabilities so you can view all of a household’s assets in a single view and know for certain you’re advising on the complete picture.
See entire relationships at once
Every aspect of Wealth Access is created to give you complete customer data, so you can truly understand their needs. You can equip your team to deliver hyper-personalized experiences that win trust, facilitate adoption, and build deep relationships.
Make decisions that grow your business
Having more complete data at your fingertips means the ability to make business decisions with clarity. Whether you’re planning-led or investment-focused, the data insights you can find in Wealth Access can help you uncover opportunities for your relationships to expand into other areas of your firm.
