--- title: "Product Spotlight: Wealth Insights - Wealth Access" description: Wealth Insights is centered around proactively identifying opportunities, trends, and risks across your client base. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/blog-image_generic-4-2.png --- [Skip to content](https://blog.wealthaccess.com/product-spotlight-wealth-insights#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/) 11/15/22, 7:15 AM # Product Spotlight: Wealth Insights [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/product-spotlight-wealth-insights) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/product-spotlight-wealth-insights) [envelope icon](mailto:?body=https://blog.wealthaccess.com/product-spotlight-wealth-insights) Wealth Insights is centered around proactively identifying opportunities**,** trends, and risks across your client base by applying business intelligence techniques across clients’ account data, login activity, and profile information**.** Advisors have access to Wealth Insights to help them proactively identify opportunities to expand their relationship and increase engagement with their clients. Firm administrators can view the same data broken down by each advisor to provide support where needed and can even configure custom opportunities.   ## Opportunities[![Rollover opportunities](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2022-11-15-at-1_08_16-PM-1024x529.png?width=1024&height=529&name=Screen-Shot-2022-11-15-at-1_08_16-PM-1024x529.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2022-11-15-at-1_08_16-PM.png) **Rollover Opportunities** monitors for retirement accounts that are not assets under management for your firm. **Investible Cash** tracks cash assets as a percentage of a client’s portfolio and identifies large percentage increases. **Money in Motion** identifies large deposits to pinpoint significant changes across an advisor’s book of business.   ## Risks [![Risks](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screen-Shot-2022-11-15-at-9_16_24-AM.png?width=874&height=226&name=Screen-Shot-2022-11-15-at-9_16_24-AM.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screen-Shot-2022-11-15-at-9_16_24-AM.png) **Active clients not using aggregation** is an indicator that helps Advisors understand which clients are not using the incredibly useful aggregation feature by connecting outside accounts. **Clients with a last login greater than 3 months** tracks clients who could stand to benefit from engagement, which reduces churn. **Invited clients who have not setup their account** assists advisors by displaying those clients who are not yet benefitting from your digital experience of choice.         ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/madarin.jpg?height=200&name=madarin.jpg)](https://blog.wealthaccess.com/wealth-access-named-finalists-for-wealthmanagement-com-industry-awards) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access Named Finalists for WealthManagement.com Industry Awards](https://blog.wealthaccess.com/wealth-access-named-finalists-for-wealthmanagement-com-industry-awards) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/30/15, 11:39 AM The WealthManagement.com Industry Awards program has been designed to recognize the companies and... [Read more](https://blog.wealthaccess.com/wealth-access-named-finalists-for-wealthmanagement-com-industry-awards) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/wealth-access-award1.jpg?height=200&name=wealth-access-award1.jpg)](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [News](https://blog.wealthaccess.com/tag/news) ## [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 Wealth Access has been selected as one of the most innovative and disruptive technology companies... [Read more](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [News](https://blog.wealthaccess.com/tag/news) ## [Buckingham Strategic Wealth & BAM Advisor Services Selects Wealth Access For Digital Client Experience Technology](https://blog.wealthaccess.com/buckingham-strategic-wealth-bam-advisor-services-selects-wealth-access-digital-client-experience-technology) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/30/17, 3:15 AM ~ One of the largest independent wealth management firms and affiliated TAMP enhances technology... [Read more](https://blog.wealthaccess.com/buckingham-strategic-wealth-bam-advisor-services-selects-wealth-access-digital-client-experience-technology) [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. 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