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TECHNOLOGY PROVIDERS Document Management
WEALTH ACCESS
Digital Document Vault
Wealth Access’ new document vault experience builds upon and enhances the previous version to deliver greater usability to wealth managers and their clients. The new and improved Document Vault standardizes tabs including overview, statements, tax documents and personal storage. In addition, each vault is designed to offer improved search capabilities. This new version of the Document Vault will allow for better organization of document types (including account statements, tax documents, and more) into standardized tabs within the Vault, as well as improved filtering capabilities by file name, account, and date.
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.
209 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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