Category: Trust Management

  • 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…
  • 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…
  • 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 (25)

    FIS Global Plus

    June 4, 2024
    Overview This integration allows for client and account information to flow seamlessly from FIS Global Plus to Wealth Access, helping…
  • 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…