Wealth Access
概要
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.
最終更新日: Jul. 22 2019
Functionality
Add this integration to enable authentication and provisioning capabilities.
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Provisioning |
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