Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has been named a finalist in the Technology Providers: Wealth Reporting/Personal Finance Managers category by the prestigious WealthManagement.com Industry Awards Program.
The Industry Awards Program recognizes firms that are contributing to advisor success in various categories, most notably in the key technology areas advisors use on a daily basis to better manage and grow their firms.
Wealth Access received the Wealth Reporting/Personal Finance Managers award in 2017 and 2016, as well as the award for Account Aggregation in 2017.