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Wealth Access Integration Hub
Remarkable Insights. Unified Customer Data. Personalized Experiences.
Integrations to Fit Your Business Needs
Provider Catalog
Broker-Dealer Services and Custody Mgmt
4 providers
Customer Relationship Management
1 providers
Digital Banking
3 providers
Document Management
1 providers
Financial Planning
2 providers
Portfolio and Client Management
2 providers
Tax Management
1 providers
Trust Management
7 providers
Tools to Build Your Integration Solution
Batch Processing
Consolidate data through inbound or outbound daily files
Data API
Get the exact data you need, when and how you need it
Single Sign-On
Create friction-free digital experiences for your advisors and clients
Widget API
Visualize your unified data across systems with pre-built widgets
Featured Providers
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Cetera Investment Services
Q2
Salesforce
MoneyGuidePro
SEI Wealth Platform
FIS TrustDesk
