Pershing
June 26, 2024Overview This integration allows for account information to flow seamlessly from Pershing to Wealth Access, allowing for the unification of…
FIS Charlotte
June 26, 2024Overview This integration allows for client and account information to flow seamlessly from FIS Charlotte to Wealth Access, helping you…
MoneyGuidePro
June 26, 2024Overview MoneyGuidePro is a comprehensive financial planning platform that helps advisors easily engage clients through micro and holistic planning experiences.…
Fi-Tek
June 24, 2024Overview This integration allows for client and account information to flow seamlessly from Fi-Tek to Wealth Access, helping you aggregate…
SEI 3000
June 12, 2024Overview This integration allows for account information to flow seamlessly from SEI 3000 to Wealth Access, helping you aggregate trust…
Salesforce
June 11, 2024Overview Wealth Access offers your firm two unique ways to integrate your Salesforce application with Wealth Access. One option allows…-
SEI Wealth Platform
June 5, 2024Overview This integration allows for client and account information to flow seamlessly from SEI Wealth Platform to Wealth Access, helping… 
Fidelity
June 4, 2024Overview This integration allows for account information to flow seamlessly from Fidelity to Wealth Access, allowing for the unification of…-
FIS AddVantage
June 4, 2024Overview This integration allows for client and account information to flow seamlessly from FIS AddVantage to Wealth Access, helping you… -
FIS TrustDesk
May 20, 2024Overview This integration allows for client and account information to flow seamlessly from FIS TrustDesk to Wealth Access, helping you…
