--- title: AdvisoryWorld & Wealth Access team up for Financial Advisors description: A leading software provider for financial advisors, today announced its data integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform. --- [Skip to content](https://blog.wealthaccess.com/advisoryworld-wealth-access-announce-data-integration-schwab-impact-2017-allowing-advisors-bid-held-away-assets-next-generation-proposals#main-content) [![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) 11/14/17, 5:51 AM # AdvisoryWorld and Wealth Access Announce Data Integration at Schwab IMPACT [David Benskin](https://blog.wealthaccess.com/author/david-benskin) Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/advisoryworld-wealth-access-announce-data-integration-schwab-impact-2017-allowing-advisors-bid-held-away-assets-next-generation-proposals) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/advisoryworld-wealth-access-announce-data-integration-schwab-impact-2017-allowing-advisors-bid-held-away-assets-next-generation-proposals) [envelope icon](mailto:?body=https://blog.wealthaccess.com/advisoryworld-wealth-access-announce-data-integration-schwab-impact-2017-allowing-advisors-bid-held-away-assets-next-generation-proposals) AdvisoryWorld, a leading software provider for financial advisors, today announced its data integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform. Wealth Access and AdvisoryWorld will be demoing this new integration from their Schwab IMPACT 2017 kiosks and will also be hosting joint webinars on Tuesday, November 28th at 4pm ET, click here to register, and on Thursday, November 30th at 4pm ET, click here to register. An advanced, full platform integration will launch in the first quarter of 2018. This new integration allows advisors to use their Wealth Access client account data to populate risk profiles, proposals, and Investment Policy Statements (IPS) via the AdvisoryWorld Proposal Generator. The Proposal Generator provides advisors with an intuitive and repeatable process for analyzing investor risk and portfolio performance characteristics, designing and implementing investment strategies, and ultimately generating powerful, white-labeled client-facing documents. Furthermore, AdvisoryWorld and Wealth Access’ integrations with other leading advisor technology providers, such as Redtail CRM, eliminates client record duplication across applications. The Q1 2018 full platform integration will see these client-facing documents seamlessly imported into the Wealth Access document vault for client transparency and compliance purposes. “At Wealth Access, we have pioneered an aggregator of aggregators technology approach, providing advisors visual-aggregated displays of their clients’ entire financial situations through links to over 20,000 institutions via multi-tiered data sources,” said David Benskin, CEO of Wealth Access. “This powerful combination of data quality, accessibility and integration creates many efficiencies for advisors as well as enhances their client experience delivery. Now, with our integration with AdvisoryWorld, Wealth Access clients can save time and effort in creating white-labeled and powerful proposals on all their clients’ data, managed and held-away, while satisfying their compliance demands.” [Read more…](https://www.globenewswire.com/news-release/2017/11/14/1185732/0/en/AdvisoryWorld-and-Wealth-Access-Announce-Data-Integration-at-Schwab-IMPACT-2017-Allowing-Advisors-to-Bid-on-Held-Away-Assets-with-Next-Generation-Proposals.html) [News](https://blog.wealthaccess.com/tag/news) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/paul-bence-395888.jpg?height=200&name=paul-bence-395888.jpg)](https://blog.wealthaccess.com/announcing-our-new-business-intelligence-solution-firm-insight) ## [Announcing our New Business Intelligence Solution for Financial Advisors, Firm Insight](https://blog.wealthaccess.com/announcing-our-new-business-intelligence-solution-firm-insight) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 10/5/17, 5:03 AM All of us here at Wealth Access are pleased to announce the release of our newest solution for... [Read more](https://blog.wealthaccess.com/announcing-our-new-business-intelligence-solution-firm-insight) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/T3-Teeming-with-Deals.jpg?height=200&name=T3-Teeming-with-Deals.jpg)](https://blog.wealthaccess.com/orion-advisor-services-llc-and-wealth-access-inc-integrate-platforms) [News](https://blog.wealthaccess.com/tag/news) ## [Orion Advisor Services, LLC and Wealth Access, Inc. Integrate Platforms](https://blog.wealthaccess.com/orion-advisor-services-llc-and-wealth-access-inc-integrate-platforms) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/14/15, 9:37 AM • Wealth Access is a best-in-class personal financial management tool built for advisors and their... [Read more](https://blog.wealthaccess.com/orion-advisor-services-llc-and-wealth-access-inc-integrate-platforms) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/asset-11.jpg?height=200&name=asset-11.jpg)](https://blog.wealthaccess.com/what-can-advisors-do-to-help-clients-focus-on-the-long-run) [Client Experience](https://blog.wealthaccess.com/tag/client-experience) ## [What Can Advisors Do to Help Clients Focus on the Long Run?](https://blog.wealthaccess.com/what-can-advisors-do-to-help-clients-focus-on-the-long-run) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/14/13, 7:34 PM With the amount of turmoil in the financial markets these days, insightful financial advice is... [Read more](https://blog.wealthaccess.com/what-can-advisors-do-to-help-clients-focus-on-the-long-run) [linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg) [![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com) --- Contact:          Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. All rights reserved. **  [Privacy policy](https://www.wealthaccess.com/privacy-policy/)    [Cookie Settings ](https://www.wealthaccess.com/solutions/connected-intelligence/#)** ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "David Benskin", "url" : "https://blog.wealthaccess.com/author/david-benskin" }, "dateModified" : "2023-04-06T19:14:19.257Z", "datePublished" : "2017-11-14T11:51:16.000Z", "headline" : "AdvisoryWorld & Wealth Access team up for Financial Advisors", "mainEntityOfPage" : { "@id" : "https://blog.wealthaccess.com/advisoryworld-wealth-access-announce-data-integration-schwab-impact-2017-allowing-advisors-bid-held-away-assets-next-generation-proposals", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.wealthaccess.com/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png" }, "name" : "Wealth Access, Inc." } } ```