We were able to showcase our client portal, account aggregation capabilities and multi-generational...
Wealth Access SaaS startup targets high net-worth clients and their advisors
Advisors will soon be offered an application that, when their clients permit, affords them real-time access to client data; the advisor version of the dashboard helps streamline advisors’ data-management chores (they do a lot of manual data-entry) and improves performance for clients, according to the company’s website.
