---
title: "Intelligent Aggregation: Wealth Access Launches Customizable Solution"
description: Wealth Access' Intelligent Aggregation provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience.
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 8/4/16, 9:37 AM

# Intelligent Aggregation: Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative

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

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### **Wealth Access “Intelligent Aggregation” provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience.**

---

[Wealth Access](https://www.wealthaccess.com/), the industry’s largest independent personal financial management and account aggregation platform, announced today the launch of its next generation, Intelligent Aggregation enterprise-level platform, as well as the hiring of Jeff Bloedorn to oversee the growth of its institutional business.

The [Wealth Access](https://www.wealthaccess.com/) “V3”enterprise platform is an industry leading, modular, client portal powered by best in class multi-tiered aggregation, advanced client reporting and dynamic mobile access for large financial institutions. By being an “aggregator of aggregators,” Wealth Access is able to go above and beyond providing an aggregated view of client holdings to be able to also tap into visual-aggregated displays of clients’ entire financial situations, cash flow and budgeting, personal financial statements and integrations with financial planning systems through links to over 20,000 institutions via enterprise components and APIs.

[read more…](https://www.prweb.com/releases/2016/08/prweb13595012.htm)

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## Related posts

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

## [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

Wealth Access continues its growth in financial services’ aggregation and client experience tools...

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[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/blog-image_generic-Apr-06-2023-07-08-08-1588-PM.png?height=200&name=blog-image_generic-Apr-06-2023-07-08-08-1588-PM.png)](https://blog.wealthaccess.com/wealth-access-enhances-user-productivity-with-docusign-integration)

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

## [Wealth Access Enhances User Productivity with DocuSign Integration](https://blog.wealthaccess.com/wealth-access-enhances-user-productivity-with-docusign-integration)

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

 2/6/20, 3:39 AM

Introducing efficiency gains and improvements to the client experience for financial institutions...

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[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/blog-image_placeholder_2-1.png?height=200&name=blog-image_placeholder_2-1.png)](https://blog.wealthaccess.com/how-fulton-financial-advisors-increased-client-satisfaction-with-better-tech)

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

## [How Fulton Financial Advisors Increased Client Satisfaction with Better Tech](https://blog.wealthaccess.com/how-fulton-financial-advisors-increased-client-satisfaction-with-better-tech)

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

 10/13/20, 12:00 AM

If you had to make a pie chart of all the reasons a client might end their relationship with a...

[Read more](https://blog.wealthaccess.com/how-fulton-financial-advisors-increased-client-satisfaction-with-better-tech)

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