|
private:wealthaccess
|
2473071
|
Feb 21st, 2023 12:00AM
|
Wealth Access, Inc.
|
2.2K
|
82.00
|
Open
|
Software Development
|
Feb 21st, 2023 06:55AM
|
Feb 21st, 2023 06:55AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, and Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Feb 16th, 2023 12:00AM
|
Wealth Access, Inc.
|
2.2K
|
82.00
|
Open
|
Software Development
|
Feb 16th, 2023 04:14AM
|
Feb 16th, 2023 04:14AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, and Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Jan 11th, 2023 12:00AM
|
Wealth Access, Inc.
|
2.1K
|
81.00
|
Open
|
Computer Software
|
Jan 11th, 2023 07:33AM
|
Jan 11th, 2023 07:33AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Dec 19th, 2022 12:00AM
|
Wealth Access, Inc.
|
2.1K
|
81.00
|
Open
|
Computer Software
|
Dec 19th, 2022 05:10AM
|
Dec 19th, 2022 05:10AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Nov 22nd, 2022 12:00AM
|
Wealth Access, Inc.
|
2.1K
|
81.00
|
Open
|
Computer Software
|
Nov 22nd, 2022 07:47AM
|
Nov 22nd, 2022 07:47AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Oct 13th, 2022 12:00AM
|
Wealth Access, Inc.
|
2.0K
|
79.00
|
Open
|
Computer Software
|
Oct 13th, 2022 08:32AM
|
Oct 13th, 2022 08:32AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, Commercial Bank Experience
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Aug 30th, 2022 12:00AM
|
Wealth Access, Inc.
|
1.9K
|
78.00
|
Open
|
Computer Software
|
Aug 30th, 2022 03:32AM
|
Aug 30th, 2022 03:32AM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, Fintech
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Aug 9th, 2022 12:00AM
|
Wealth Access, Inc.
|
1.9K
|
79.00
|
Open
|
Computer Software
|
Aug 9th, 2022 03:53PM
|
Aug 9th, 2022 03:54PM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, Fintech
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Jul 2nd, 2022 12:00AM
|
Wealth Access, Inc.
|
1.9K
|
78.00
|
Open
|
Computer Software
|
Jul 1st, 2022 11:57PM
|
Jul 1st, 2022 11:57PM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, Fintech
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|
|
private:wealthaccess
|
2473071
|
Jun 13th, 2022 12:00AM
|
Wealth Access, Inc.
|
1.9K
|
77.00
|
Open
|
Computer Software
|
Jun 13th, 2022 04:46PM
|
Jun 13th, 2022 04:46PM
|
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
|
Open
|
Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, Fintech
|
Open
|
618 Church Street
|
Nashville
|
TN
|
US
|
37219
|
|
Wealth Access
|
|
Financial Services
|