--- title: Blog (11) description: Thought leadership and timely insights from the Wealth Access team. (11) --- [Skip to content](https://blog.wealthaccess.com/page/11#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/) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/genivity_logo.png)](https://blog.wealthaccess.com/introducing-the-wealth-access-genivity-halo-integration) ## [Introducing the Wealth Access + Genivity HALO Integration](https://blog.wealthaccess.com/introducing-the-wealth-access-genivity-halo-integration) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 1/22/20, 9:56 AM [Read more](https://blog.wealthaccess.com/introducing-the-wealth-access-genivity-halo-integration) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/wealth-access-Faded-with-Logo-3.png)](https://blog.wealthaccess.com/december-2019-wealth-access-release-notes) ## [December 2019 Wealth Access Release Notes](https://blog.wealthaccess.com/december-2019-wealth-access-release-notes) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 12/6/19, 3:28 AM [Read more](https://blog.wealthaccess.com/december-2019-wealth-access-release-notes) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Advisor-Solutions-Mobile-App-Image.png)](https://blog.wealthaccess.com/wealth-access-announces-shea-merville-as-director-of-client-success) ## [Wealth Access Announces Shea Merville as Director of Client Success](https://blog.wealthaccess.com/wealth-access-announces-shea-merville-as-director-of-client-success) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 10/24/19, 6:28 AM [Read more](https://blog.wealthaccess.com/wealth-access-announces-shea-merville-as-director-of-client-success) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/wealth-access-Faded-with-Logo.png)](https://blog.wealthaccess.com/october-2019-wealth-access-release-notes) ## [October 2019 Wealth Access Release Notes](https://blog.wealthaccess.com/october-2019-wealth-access-release-notes) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 10/4/19, 4:45 AM [Read more](https://blog.wealthaccess.com/october-2019-wealth-access-release-notes) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/wealth-access-award1.jpg)](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) ## [Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/17/19, 9:31 AM [Read more](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/wealth-access-Faded-with-Logo-3.png)](https://blog.wealthaccess.com/august-2019-wealth-access-release-notes) ## [August 2019 Wealth Access Release Notes](https://blog.wealthaccess.com/august-2019-wealth-access-release-notes) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 8/13/19, 5:45 AM [Read more](https://blog.wealthaccess.com/august-2019-wealth-access-release-notes) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Blog_2019_06_11.jpg)](https://blog.wealthaccess.com/wealth-access-adds-chief-product-officer-and-onboards-84-billion-aua-in-q1-2019) ## [Wealth Access Adds Chief Product Officer and Onboards $84 Billion AUA in Q1 2019](https://blog.wealthaccess.com/wealth-access-adds-chief-product-officer-and-onboards-84-billion-aua-in-q1-2019) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 6/11/19, 8:24 AM [Read more](https://blog.wealthaccess.com/wealth-access-adds-chief-product-officer-and-onboards-84-billion-aua-in-q1-2019) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/wealth-access-Faded-with-Logo-3.png)](https://blog.wealthaccess.com/product-updates-april-2019) ## [Product Updates: April 2019](https://blog.wealthaccess.com/product-updates-april-2019) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 4/25/19, 9:30 AM [Read more](https://blog.wealthaccess.com/product-updates-april-2019) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Cell-close-up-e1548257386216.jpeg)](https://blog.wealthaccess.com/how-to-protect-your-clients-from-technology-shifts) ## [How to Protect Your Clients from Technology Shifts with a Comprehensive Client Experience](https://blog.wealthaccess.com/how-to-protect-your-clients-from-technology-shifts) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 2/8/19, 5:23 AM [Read more](https://blog.wealthaccess.com/how-to-protect-your-clients-from-technology-shifts) [![](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Mockup1_wealth_access_Iphone_2.jpg)](https://blog.wealthaccess.com/how-account-aggregation-helps-bank-and-trust-organizations-grow-2) ## [How Account Aggregation Helps Bank and Trust Organizations Grow](https://blog.wealthaccess.com/how-account-aggregation-helps-bank-and-trust-organizations-grow-2) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 1/23/19, 3:25 AM [Read more](https://blog.wealthaccess.com/how-account-aggregation-helps-bank-and-trust-organizations-grow-2) [First](https://blog.wealthaccess.com/) [Prev](https://blog.wealthaccess.com/page/10) [9](https://blog.wealthaccess.com/page/9) [10](https://blog.wealthaccess.com/page/10) [11](https://blog.wealthaccess.com/page/11) [12](https://blog.wealthaccess.com/page/12) [13](https://blog.wealthaccess.com/page/13) [Next](https://blog.wealthaccess.com/page/12) [Last](https://blog.wealthaccess.com/page/20) # Remarkable Insights. 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