Wealth Access Enhances Platform to Provide New Business Intelligence Capabilities, Improved User Interface and Customizable Client Portal

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Financial Advisors are now able to gain insight into clients’ entire balance sheet to make better informed decisions while providing clients with completely customizable view of their financial situation

The market’s early reception to Wealth Access has been terrific and we are experiencing strong growth as a result,” said David Benskin, CEO of Wealth Access.

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today the availability of its next generation platform which will include new data mining capabilities that advisors can use to generate business intelligence reports to analyze their clients’ entire balance sheets. Additionally, enhancements to the intuitive user interface for both advisors and clients via innovative “widgets” enable advisors to fully customize the displays and views of client’s entire balance sheet.

“The market’s early reception to Wealth Access has been terrific and we are experiencing strong growth as a result,” said David Benskin, CEO of Wealth Access. “A key contributor to that growth has been our constant focus on reinvesting in the platform to make Wealth Access even more usable and beneficial to both advisors and their clients. These new enhancements to Wealth Access will go a long way to helping advisors deliver their wealth management expertise.”

With feeds from over 20,000 institutions and multiple sources from integrations with leading portfolio management systems and difficult to report on assets such as alternatives, hedge funds and other private investments, advisors can identify various opportunities to better manage their clients’ wealth.

Areas that require advisor attention to take action, such as low yielding cash positions, over or underweight asset allocations, as well as investments that are underperforming and which products have above average fees can all be identified via alerts and queries. Advisors can query the entire balance sheet of their clients and set up templates that can easily be exported to multiple file types to streamline workflows. Additionally, advisors are able to filter their clients’ balance sheets by tickers, asset class, allocation percentage, overall balances and other metrics.

“As the client experience is becoming more and more important in the ‘post-Robo Adviser’ world, advisors need next generation client facing technology to enhance their client’s access and understanding of their financial situations,” said Benskin. “To position advisors as their clients central professional, we have made both the Advisor and Client portals of Wealth Access completely customizable.”

Simply by dragging and dropping graphical, analytical displays, or “widgets,” both advisors and clients can create their own personalized views, optimized across all mobile devices. These mobile applications can be custom branded by advisors to include their name, logo and corporate identity.

Wealth Access will be demonstrating and exhibiting these next generation enhancements to the platform at the 2014 Schwab IMPACT conference, to be held in Denver, CO November 4-7, 2014, as well as at the T3 Enterprise conference to be held in Atlanta, GA November 18 – 20, 2014.

About Wealth Access

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors from Black Diamond Performance Reporting, Investment Scorecard, Square, Cultivation Capital, Cap Gemini and other notable wealth management technology platforms. For more information, please log on to http://www.wealthaccess.com.

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Timothy Welsh
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