Wealth Access Wins 'Wealthies' Award for Best Client Portal

We are thrilled to announce that Wealth Access has won WealthManagement.com’s 'Wealthy”' award for the Best Client Portal category!

The “Wealthies” awards, held annually by Wealthmanagement.com, are the only awards of their kind to honor companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. The 'Wealthies' awards are the gold standard for innovation and excellence in the wealth management industry. This recognition is a testament to our unwavering commitment to empowering advisors and their clients with cutting-edge technology.

“A record-breaking number of nominations were submitted in 2023, with over 1,000 entries received from more than 400 companies,” said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. “The Industry Awards program has significantly expanded in scope in the nine years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients."

“We are incredibly proud to celebrate this honor from WealthManagement.com – winning this award indicates the value of our solution in advancing industry innovation,” David Benskin, founder and CEO of Wealth Access. “Our enhanced client portal ensures that clients receive the hyper-personalized experiences that create loyal fans, and wealth management teams gain the actionable insights they need to embrace digital transformation and create powerful conversations that revolutionize businesses.”

Learn more about our client portal today! Click here to discover the power of Wealth Access and unlock the true potential of your F.I.