Category: All Providers

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    Cetera Investment Services

    October 9, 2024
    Overview Coming Soon! This integration is in final development and will be available soon.
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    FIS Relius

    August 10, 2024
    Overview FIS Relius provides record-keeping and administrative solutions for employee benefit professionals in the retirement plan sector. This integration allows for…
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    NCR

    August 6, 2024
    Overview This single sign-on integration allows your clients to move seamlessly between the NCR Digital Insights application and Wealth Access…
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    Q2

    June 28, 2024
    Overview The Wealth Access integration with Q2 was designed to unify wealth and banking data in one place, giving your…
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    Jack Henry Banno

    June 26, 2024
    Overview Utilizing our Widget API, this integration allows you to embed Wealth Access widgets in your clients' Banno dashboard. By…
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    ONESOURCE

    June 26, 2024
    Overview This integration allows for tax documents to be transmitted directly from ONESOURCE to Wealth Access. Transmitted tax documents are…
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    Tamarac

    June 26, 2024
    Overview This integration allows for account information to flow seamlessly from Tamarac to Wealth Access, helping you present holistic, full…
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    DocuSign

    June 26, 2024
    Overview The DocuSign integration helps increase advisor efficiency by automating and simplifying the process of sending, signing and managing documents.…
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    eMoney

    June 26, 2024
    Overview The Wealth Access connection with eMoney allows for account information to flow seamlessly from Wealth Access to eMoney to…
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    Schwab

    June 26, 2024
    Overview This integration allows for account information to flow seamlessly from Schwab to Wealth Access, helping you aggregate custodial account…