Provider Catalog
Explore our out-of-the box integrations.
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Categories
All Providers
20
Customer Relationship Management
1
Financial Planning
2
Document Management
1
Trust Management
6
Broker-Dealer Services and Custody Mgmt
4
Tax Management
1
Digital Banking
3
Portfolio and Client Management
2
Integration Types
Integration Types
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Integration Types

Cetera Investment Services
Data API
Widget API
Standard File
SSO
Integration details coming soon!




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Cetera Investment Services

DocuSign
Data API
Widget API
Standard File
SSO
Send documents for signature from Wealth Access




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DocuSign

eMoney
Data API
Widget API
Standard File
SSO
Export client accounts from Wealth Access into eMoney (outbound files)




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eMoney

Fi-Tek
Data API
Widget API
Standard File
SSO
Import client and account data from Fi-tek into Wealth Access




Import statements from Fi-tek to be stored and viewed in Wealth Access




Automate creation of investor users




Automate assignment of accounts to investors




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Fi-Tek

Fidelity
Data API
Widget API
Standard File
SSO
Import account data from Fidelity into Wealth Access




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Fidelity

FIS AddVantage
Data API
Widget API
Standard File
SSO
Import client and account data from FIS into Wealth Access




Import statements from FIS to be stored and viewed in Wealth Access




Automate creation of investor users




Automate assignment of investors to advisors




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FIS AddVantage

FIS Charlotte
Data API
Widget API
Standard File
SSO
Import client and account data from FIS into Wealth Access




Import statements from FIS to be stored and viewed in Wealth Access




Automate creation of investor users




Automate assignment of accounts to investors




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FIS Charlotte

FIS Relius
Data API
Widget API
Standard File
SSO
Import client and account data from FIS Relius into Wealth Access




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FIS Relius

FIS TrustDesk
Data API
Widget API
Standard File
SSO
Import client and account data from FIS into Wealth Access




Import statements from FIS to be stored and viewed in Wealth Access




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FIS TrustDesk

Jack Henry Banno
Data API
Widget API
Standard File
SSO
Embed Wealth Access widgets in Banno to view investor level account data




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Jack Henry Banno

MoneyGuidePro
Data API
Widget API
Standard File
SSO
Access MoneyGuidePro from Wealth Access




Export client accounts from Wealth Access into MoneyGuidePro to be included in client plans




Embed MGP Confidence Meter on clients' Wealth Access dashboard




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MoneyGuidePro
Data API
Widget API
Standard File
SSO
Access Wealth Access portal from NCR




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NCR

ONESOURCE
Data API
Widget API
Standard File
SSO
Import tax documents from ONESOURCE to be stored and viewed in Wealth Access




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ONESOURCE

Pershing
Data API
Widget API
Standard File
SSO
Import account data from Pershing into Wealth Access




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Pershing
Data API
Widget API
Standard File
SSO
Embed Wealth Access widgets in Q2 to view investor level account data




Access Wealth Access portal from Q2 dashboard




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Q2

Salesforce
Data API
Widget API
Standard File
SSO
Access Wealth Access from Salesforce




Embed Wealth Access widgets in Salesforce to view investor or advisor level account data




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Salesforce

Schwab
Data API
Widget API
Standard File
SSO
Import account data from Schwab into Wealth Access




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Schwab

SEI 3000
Data API
Widget API
Standard File
SSO
Import account information from SEI into Wealth Access




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SEI 3000

SEI Wealth Platform
Data API
Widget API
Standard File
SSO
Import client and account data from SEI into Wealth Access




Import statements from SEI to be stored and viewed in Wealth Access




Automate creation of investor users




Automate assignment of accounts to investors




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SEI Wealth Platform

Tamarac
Data API
Widget API
Standard File
SSO
Import account data from Tamarac into Wealth Access




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