AWS
July 11, 2025Overview This integration enables your firm to extend enriched client data into AWS for scalable analytics, event-driven workflows, and secure…
Azure
July 11, 2025Overview This integration brings client data into Azure’s ecosystem, enabling orchestration through Logic Apps, transformation via Data Factory, and analytics…
Databricks
July 11, 2025Overview This Wealth Access to Databricks integration enables your firm to seamlessly extend a unified, enriched view of client data…
Snowflake
July 11, 2025Overview The Wealth Access to Snowflake integration enables your firm to seamlessly extend an enriched, consolidated view of client data…
Cetera Investment Services
October 9, 2024Overview Coming Soon! This integration is in final development and will be available soon.
FIS Relius
August 10, 2024Overview FIS Relius provides record-keeping and administrative solutions for employee benefit professionals in the retirement plan sector. This integration allows for…
Candescent (NCR)
August 6, 2024Overview Two integration options are available for NCR/Wealth Access: Single Sign-On (SSO) and a widget integration. The single sign-on integration…
Q2
June 28, 2024Overview The Wealth Access integration with Q2 was designed to unify wealth and banking data in one place, giving your…
Jack Henry Banno
June 26, 2024Overview Utilizing our Widget API, this integration allows you to embed Wealth Access widgets in your clients' Banno dashboard. By…
ONESOURCE
June 26, 2024Overview This integration allows for tax documents to be transmitted directly from ONESOURCE to Wealth Access. Transmitted tax documents are…
