Wealth Access Investments

Wealth Access is an online advisory service supporting individuals in finance management

Descrizione del servizio

Wealth Access is a wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals.

Business

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