Investors Now Expect to Have a Digital Mobile Experience

Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help Advisors manage and grow their businesses.

At the Charles Schwab IMPACT Conference , David Benskin stopped by to talk with us about Wealth Access and how his company benefits Advisors.

Click the image to watch the video and learn more:

What Wealth Access specifically does

How the speed of Technology has affected the Advisor community

How Wealth Access is evolving to meet the needs of clients and advisors

How the transformation of wealth is going to affect the advisors business and how technology can help

How technology increases the ROI of an advisors business

Why Advisors are now becoming more comfortable adopting and integrating techonlogy