
Connected data intelligence platform for banks and wealth managers
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.
White-labeled portal giving clients and advisors a consolidated view of all financial accounts, including held-away assets, with single sign-on integration
Aggregates data from over 20,000 financial institutions using a proprietary UETL framework for real-time ingestion, enrichment, and normalization
Configurable dashboards with role-based access that provide a holistic picture of client assets down to the penny
Overlays on existing banking, trust, brokerage, and retirement systems without requiring replacements or migrations
Open API architecture that enables seamless integration with third-party tools and custom workflows
Specialized estate platform for high-net-worth and ultra-high-net-worth investors and family offices
Automates manual data entry tasks such as aggregating private equity statements and preparing quarterly review data
Start using Wealth Access today and boost your productivity.
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