Okta Integration Network

Deep, pre-built integrations to securely connect to everything
Nothing found.

Wealth Access


Wealth Access is an advisor software company founded by a former advisor who knows the ins and outs of technology from an advisor’s perspective. We aggregate data from complex global portfolios and render them in a simple, clear, real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing wealth management platforms in America.