Features & Benefits
Enterprise Data Architecture
Our universal client identifier consolidates data sources, enriches the data, and makes the complete picture easily accessible to everyone.
Role-Based Experiences
Deliver a living balance sheet for any customer, complete relationship views for advisors and bankers, and actionable dashboards for the enterprise.
Digital Document Vault
Enable your team with highly secure, intuitive storage. Everything you need is at your fingertips, just like it should be, with bi-directional syncing and DocuSign integration.
Proactive Analytics
Stay in front of trends, identify potential risks, and realize more opportunities with proactive insights on money-in-motion, delivered to your key decision-makers before you even know you need it.
Flawless Integration
An open API architecture makes it easy to access unified customer data and deliver consistent experiences across all the Fintech applications you and your customers use each day.
Deep Insights
With all your customer information together and organized, powerful stories can emerge. Uncover the kind of clear, consistent, and complete views that let you create the experiences your customers crave and your support staff needs to excel.
Complete Customer Information
The Wealth Access analytics engine rationalizes and enriches data to help you identify risks and opportunities so you can make right-timed decisions and overcome the systems and silos that hold you back.
Hyper-Personalized
Experiences Create friction-free, intuitive user journeys—for everyone. Wealth Access makes it easy to deliver a living balance sheet and frame a complete financial picture tailored to each person or company you serve.