Wealth Access Nominated for Four Prestigious Industry Awards

Wealth Access has been named a finalist in the WealthManagement.com 2023 Industry (“Wealthies”) Award for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management!   

Wealth Access earned these honors for its account integration capabilities via a new widget enabling clients to easily incorporate their customers' wealth, brokerage, and retirement accounts into their banking portal, providing a comprehensive view of their financial holdings. Wealth Access’ latest client portal enhancement focuses on allowing enterprise firms to represent complete financial views for clients and prospects – retail, wealth, business, external – within their digital banking experience. In addition, Wealth Access’ new document vault enables improved organization capabilities, greater security and increased efficiency. 

The WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges led by WealthManagement.com’s David Armstrong chose the finalists and will determine the winners, recognizing the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced on September 7th during a gala and awards ceremony. 

“We are honored to be recognized as finalists for these prestigious awards from WealthManagement.com,” said David Benskin, founder and CEO of Wealth Access. “As an industry innovator, our team is always challenged to discover how we can develop more impactful financial technology to benefit our clients and the customers they serve. Each member of our Wealth Access team has played an integral role in helping us earn this recognition, and I am incredibly grateful for all their hard work and dedication.” 

Wealth Access has been a recipient of several past WealthManagement.com Industry Awards. The firm received the Wealth Reporting/Personal Finance Managers award in 2020, 2019, 2018, 2017 and 2016. In 2017, Wealth Access also received the award for best Account Aggregation. 

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