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TECHNOLOGY PROVIDERS Account Aggregation
WEALTH ACCESS
Data Aggregation and Unification Platform
Wealth Access began as an account aggregation solution for high-net-worth individuals and their wealth advisors, enabling them to leverage a living balance sheet to better guide clients in their financial journey. Today, Wealth Access’ has become a complete Customer Data Platform that acts as the data unification engine for a wealth management institution’s multiple business lines to serve the entire enterprise. The Customer Data Platform sits on top of existing books and records,
as well as other fintech applications, to provide insights that drive growth for bankers and wealth managers. The platform leverages open architecture APIs at its core to allow companies to directly connect with over 20,000 data sources, in addition to nearly every application an organization uses in its tech stack.
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs in America.
169 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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