---
title: "Product Update: December 2018 - Wealth Access"
description: We're highlighting the recent enhancements we've made to Wealth Access, as well as providing a preview for what's in the works for 2019.
image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/floating-iphonex-3.png
---

[Skip to content](https://blog.wealthaccess.com/product-update-december-2018#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/)

 12/6/18, 5:47 AM

# Product Update: December 2018

[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-update-december-2018) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/product-update-december-2018) [envelope icon](mailto:?body=https://blog.wealthaccess.com/product-update-december-2018)

In today’s post, we’re recapping some of the most recent enhancements we’ve made to Wealth Access. We’ll also provide you with a sneak peek of a few enhancements that are in development. 

Please note that the updates below are now LIVE in Wealth Access.

 

### **DIRECT DATA FEEDS** 

Establishing new direct data feeds is a top priority for Wealth Access. These feeds help to provide a more secure and reliable way to collect client data in bulk for those accounts that you manage or have discretion over as an advisor. Direct data feeds from the following institutions and technology providers are now available:  

- Broadridge 
- Charles Schwab 
- Fidelity
- First Clearing
- FIS Global Plus
- Fi-Tek
- Investigo
- Tamarac
- TD Ameritrade

### **DOCUMENT VAULT CLIENT ACTIVITY** 

Advisors now have greater visibility into their client’s activity within the Wealth Access Document Vault. You are able to view real-time information on when a document was uploaded, when it was last opened, and how many total times it has been opened. Access to this information can help you to better manage your client relationships and provide an audit trail for compliance purposes. 

**See it yourself: **  Advisor Dashboard -\> Document Vault -\> (select a Client) -\> See activity

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/DocumentsOpened-1.png?width=828&height=393&name=DocumentsOpened-1.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/DocumentsOpened-1.png)

 

### **QUICK LINKS** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/sidebar-1.png?width=226&height=413&name=sidebar-1.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/sidebar-1.png)

Do you have a website, blog, or other portals that you frequently direct your clients to? Advisors can now add Quick Links to the side bar of the Wealth Access client portal for a more customized client experience.  Have your clients follow you by highlighting your company social media links as well. 

**To add Quick Links: ** Advisor Dashboard -\> Setup -\> Client Portal Configuration -\> Quick Links -\> Add New

**Or: ** Firm -\> Setup -\> Configuration -\> Links on Dashboard

 

Help out your advisors as well by adding Quick Links to the Wealth Access Advisor Portal to make for easy access to other advisor tools such as your CRM or trading platform. 

 

### **CUSTOMIZE TERMINOLOGY** 

We understand that every firm is different, including the way you communicate with your clients. Advisors can now customize balance sheet categories and dashboard widget naming to align with your firm’s terminology.  

**To customize balance sheet categories: ** Advisor Dashboard -\> Setup -\> Client Portal Configuration -\> Balance Sheet Categories 

**To customize dashboard and report widget naming: ** Advisor Dashboard -\> Setup -\> Client Portal Configuration -\> Dashboard -\> Configure Client Dashboard \[Computer/Desktop\] -\> Click on the cog icon next to the widget you want to change 

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/dashboardedit.png?width=562&height=285&name=dashboardedit.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/dashboardedit.png) 

### **ENHANCED INTEGRATION WITH MONEYGUIDEPRO** [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/ConfidenceiPhoneX.png?width=202&height=331&name=ConfidenceiPhoneX.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/ConfidenceiPhoneX.png)

Wealth Access and MoneyGuidePro have enhanced their integration to include single sign-on, a full data sync, and client-facing presentation widgets. Aggregated client data from Wealth Access flows into MoneyGuidePro, eliminating the need for manual data entry and allowing for more comprehensive planning. Plans are then published directly into your client’s Wealth Access Document Vault for a seamless workflow and the MoneyGuidePro Confidence Meter can be easily placed right into the Wealth Access client portal. [Click here to learn more.](https://www.wealthaccess.com/eliminate-manual-data-input-save-time-and-create-comprehensive-financial-plans-with-the-wealth-access-and-moneyguidepro-integration/)

 

 

 

 

***If you’re a Wealth Access advisor and want to learn more about any of the enhancements above, *[*click here*](mailto:support@wealthaccess.com)* to get in touch with our Support Team.* **

 

### **IN THE WORKS** 

The following enhancements are currently in development:  

#### SCHEDULED REPORTS 

Do you have a weekly, monthly, or yearly report you run for your clients? Advisors will now be able schedule reports to automatically run based on a specific frequency. The reports will then be published directly into each client’s Document Vault with an automated e-mail notification informing your client that the report is ready. This feature will also be available for Firm Insight.  

#### INFORMA PERFORMANCE IQ INTEGRATION 

We are excited to announce that we are working on an integration with Informa Performance IQ (fka: Investment Scorecard). Completed investment performance reports produced by Performance IQ will automatically publish to the Wealth Access Document Vault and provide your clients with an e-mail notification that you have published a new document for them to logon and securely access. 

#### NEW TECHNOLOGY TO IMPROVE CONNECTIONS  

We are constantly looking for ways to improve the way we are aggregating data to ensure the best possible client experience. We are currently implementing new technology that establishes direct API feeds to select financial institutions for more reliable data aggregation. Chase Bank is the first of several financial institution connections that will be undergoing this update over the course of the next few months.  Watch for additional communication on this new capability. 

***Don’t currently work with Wealth Access? ***[***Click here to contact our team to schedule a personalized demo for your firm**.*](https://www.wealthaccess.com/contact/)

## Related posts

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/2022-wealthies.jpg?height=200&name=2022-wealthies.jpg)](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards)

[News](https://blog.wealthaccess.com/tag/news)

## [Wealth Access Nominated 4x in the 2022 Wealthies Awards](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 6/6/22, 5:42 AM

Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three...

[Read more](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/domenico-loia-272251-1024x683.jpg?height=200&name=domenico-loia-272251-1024x683.jpg)](https://blog.wealthaccess.com/new-wealth-access-integration-advisoryworld-helps-grow-firm-intelligent-client-proposals)

[Integration](https://blog.wealthaccess.com/tag/integration), [Client Experience](https://blog.wealthaccess.com/tag/client-experience)

## [How the New Wealth Access Integration with AdvisoryWorld Helps Grow Your Firm with More Intelligent Client Proposals](https://blog.wealthaccess.com/new-wealth-access-integration-advisoryworld-helps-grow-firm-intelligent-client-proposals)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 11/21/17, 8:28 AM

Across the country, many advisors start off client relationships without all the information they...

[Read more](https://blog.wealthaccess.com/new-wealth-access-integration-advisoryworld-helps-grow-firm-intelligent-client-proposals)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Summit-Recap_Wealth-Access.png?height=200&name=Summit-Recap_Wealth-Access.png)](https://blog.wealthaccess.com/2022-wealth-access-summit-recap)

[Client Experience](https://blog.wealthaccess.com/tag/client-experience)

## [Why Data Ruled the 2022 Wealth Access Summit](https://blog.wealthaccess.com/2022-wealth-access-summit-recap)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 5/23/22, 10:48 AM

What do you get when you bring 30 of the country’s top regional and super-regional banks together...

[Read more](https://blog.wealthaccess.com/2022-wealth-access-summit-recap)

[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" : "2023-04-06T19:08:57.130Z",
  "datePublished" : "2018-12-06T11:47:39.000Z",
  "headline" : "Product Update: December 2018 - Wealth Access",
  "image" : [ "https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/floating-iphonex-3.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.wealthaccess.com/product-update-december-2018",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.wealthaccess.com/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png"
    },
    "name" : "Wealth Access, Inc."
  }
}
```