Category: All Providers

  • Screenshot 2024 03 02 131458

    Pershing

    June 26, 2024
    Overview This integration allows for account information to flow seamlessly from Pershing to Wealth Access, allowing for the unification of…
  • Image (25)

    FIS Charlotte

    June 26, 2024
    Overview This integration allows for client and account information to flow seamlessly from FIS Charlotte to Wealth Access, helping you…
  • Screenshot 2024 03 07 235321

    MoneyGuidePro

    June 26, 2024
    Overview MoneyGuidePro is a comprehensive financial planning platform that helps advisors easily engage clients through micro and holistic planning experiences.…
  • Fitek logo 500x150

    Fi-Tek

    June 24, 2024
    Overview This integration allows for client and account information to flow seamlessly from Fi-Tek to Wealth Access, helping you aggregate…
  • Screenshot 2024 03 02 221345

    SEI 3000

    June 12, 2024
    Overview This integration allows for account information to flow seamlessly from SEI 3000 to Wealth Access, helping you aggregate trust…
  • Salesforce.com logo xs

    Salesforce

    June 11, 2024
    Overview Wealth Access offers your firm two unique ways to integrate your Salesforce application with Wealth Access. One option allows…
  • Screenshot 2024 03 02 221345

    SEI Wealth Platform

    June 5, 2024
    Overview This integration allows for client and account information to flow seamlessly from SEI Wealth Platform to Wealth Access, helping…
  • Image (22)

    Fidelity

    June 4, 2024
    Overview This integration allows for account information to flow seamlessly from Fidelity to Wealth Access, allowing for the unification of…
  • Image (25)

    FIS AddVantage

    June 4, 2024
    Overview This integration allows for client and account information to flow seamlessly from FIS AddVantage to Wealth Access, helping you…
  • Image (25)

    FIS TrustDesk

    May 20, 2024
    Overview This integration allows for client and account information to flow seamlessly from FIS TrustDesk to Wealth Access, helping you…