Wealth Access
Connected data intelligence platform for banks and wealth managers
About Wealth Access
Wealth Access is an enterprise data unification platform designed for community and regional banks, trust companies, and wealth management firms. The platform uses a proprietary Universal Extract, Transform, Load (UETL) framework and an API-first architecture to aggregate, enrich, and normalize financial data from banking, trust, brokerage, and retirement systems in real time. It delivers a consolidated client portal that gives advisors and clients a holistic view of all assets including held-away accounts through role-based, configurable dashboards. Wealth Access integrates with over 20,000 financial institutions for data aggregation and overlays on existing legacy systems without requiring replacements. The platform has won multiple WealthManagement.com Industry Awards, including Best Client Portal.
Pros & Cons
Pros
- Unifies fragmented data across banking, trust, and brokerage systems into a single view
- Award-winning client portal with white-labeling support
- Non-disruptive implementation overlays on existing systems without rip-and-replace
- Aggregates held-away assets from 20,000+ financial institutions
- API-first architecture enables flexible third-party integrations
- Real-time data normalization reduces manual advisor work
Cons
- Enterprise-only pricing with no self-serve plans for smaller firms
- Primarily focused on US community and regional banks with limited international coverage
- No publicly available pricing makes cost comparison difficult
- Implementation may require IT involvement for system integration
- Less suited for independent financial advisors or solo practices
Key Features
Client Portal
White-labeled portal giving clients and advisors a consolidated view of all financial accounts, including held-away assets, with single sign-on integration
Data Aggregation
Aggregates data from over 20,000 financial institutions using a proprietary UETL framework for real-time ingestion, enrichment, and normalization
Role-Based Dashboards
Configurable dashboards with role-based access that provide a holistic picture of client assets down to the penny
Legacy System Integration
Overlays on existing banking, trust, brokerage, and retirement systems without requiring replacements or migrations
API-First Architecture
Open API architecture that enables seamless integration with third-party tools and custom workflows
Estate Planning View
Specialized estate platform for high-net-worth and ultra-high-net-worth investors and family offices
Advisor Productivity
Automates manual data entry tasks such as aggregating private equity statements and preparing quarterly review data
Pricing
- Unified client data across all systems
- White-labeled client portal
- Data aggregation from 20,000+ institutions
- Role-based configurable dashboards
- API-first architecture
- Held-away asset tracking
- Real-time data normalization
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