Assets on the Wealth Access platform now total $41 billion, a 57% increase year over year from 130...
Chatter About Wealth Access at Junxure
We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas. In addition, the Wealth Access team hosted an after-hours reception poolside at the Four Seasons where we were able to discuss the importance of utilizing Wealth Access to better advise clients.
