--- title: So advisers have access to more data – now what? - Wealth Access description: As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Library-Picture-526-by-324-1024x631.png --- [Skip to content](https://blog.wealthaccess.com/so-advisers-have-access-to-more-data-now-what#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/) 9/10/15, 8:32 AM # So advisers have access to more data – now what? [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/so-advisers-have-access-to-more-data-now-what) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/so-advisers-have-access-to-more-data-now-what) [envelope icon](mailto:?body=https://blog.wealthaccess.com/so-advisers-have-access-to-more-data-now-what) Written by: [Alessandra Malito](https://blog.wealthaccess.com/www.investmentnews.com/staff/amalito) | [Investment News](https://blog.wealthaccess.com/www.investmentnews.com) Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive. What better way than pulling in information on all of a client’s finances in real time? Although the notion of incorporating held-away assets into an adviser’s view is decades-old, in general advisers have been slow to incorporate the digital account-aggregation services that software vendors offer. Some even feel that the process may be a waste of time. Data-management experts are assuring advisers that’s not the case.   [read more…](https://www.investmentnews.com/article/20150909/FREE/150909913/so-advisers-have-access-to-more-data-ndash-now-what) [News](https://blog.wealthaccess.com/tag/news) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Wealth-Access-Partners-with-SSG-Image-1068-by-373-2.jpg?height=200&name=Wealth-Access-Partners-with-SSG-Image-1068-by-373-2.jpg)](https://blog.wealthaccess.com/wealth-access-leads-dashboard-charge) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access leads dashboard charge](https://blog.wealthaccess.com/wealth-access-leads-dashboard-charge) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 6/26/15, 10:06 AM Originally written by Kelly O’Mara for RIABiz [Read more](https://blog.wealthaccess.com/wealth-access-leads-dashboard-charge) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/David-Benskin-of-Wealth-Access-1.jpg?height=200&name=David-Benskin-of-Wealth-Access-1.jpg)](https://blog.wealthaccess.com/entrepreneurs-making-change-happen-david-benskin-of-wealth-access) [News](https://blog.wealthaccess.com/tag/news) ## [Entrepreneurs Making Change Happen — David Benskin of Wealth Access](https://blog.wealthaccess.com/entrepreneurs-making-change-happen-david-benskin-of-wealth-access) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 12/3/14, 10:41 AM David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how... [Read more](https://blog.wealthaccess.com/entrepreneurs-making-change-happen-david-benskin-of-wealth-access) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/blog-image_generic-Apr-06-2023-07-12-00-0107-PM.png?height=200&name=blog-image_generic-Apr-06-2023-07-12-00-0107-PM.png)](https://blog.wealthaccess.com/august-2020-wealth-access-release-notes) [Client Experience](https://blog.wealthaccess.com/tag/client-experience) ## [August 2020 Wealth Access Release Notes](https://blog.wealthaccess.com/august-2020-wealth-access-release-notes) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 8/12/20, 2:07 AM Wealth Access continues to make investments in the development and extension of your mobile/digital... 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