Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities. It was founded in 2011 and headquartered in Nashville, Tennessee.
Primary Industry:
N/A
Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities. It was founded in 2011 and headquartered in Nashville, Tennessee.
Transparency
All reviews within the past 12 months
Total Reviews
Direct
Invited
Write a review ✍🏼
Leave your review here
0.00
out of 5
Based on 0 Reviews
Consumer
The number of user on TrustFinance
0
Powered by TrustFinance
We use cookies
Our website uses cookies to improve your browsing experience and to help us understand how users interact with our site. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy.