Provider Catalog
Explore our out-of-the box integrations.
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Categories
All Providers
21
Customer Relationship Management
1
Financial Planning
2
Document Management
1
Trust Management
7
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
View Provider Details
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
View Provider Details
FIS Charlotte
FIS Global Plus
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 and advisor users
Automate assignment of accounts to investors
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FIS Global Plus
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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