Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Data aggregation and intelligence platform unifying siloed client financial data for institutions.
Description
Wealth Access provides a data aggregation and intelligence platform that connects siloed banking and wealth systems into a unified client view, powering reporting, insights, and a connected client experience.
Integrations
WealthAccess has 16 integrations in our directory
Search below to find what you're looking for
- DocuSign Level 5
- eMoney Advisor Level 5
- Fidelity (National Financial) Level 5
- FIS Wealth Level 5
- Hidden Levers Level 5
- MoneyGuide Level 5
- Nitrogen Wealth Level 3
- Office 365 Level 5
- Orion Advisor Services Level 5
- Pershing Level 5
- Redtail Level 3
- RightCapital Level 5
- Salesforce Level 5
- Schwab Level 5
- Tamarac Level 5
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer sandbox URL
No
