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wealthaccess.com

Wealth Access | Personal Financial Management for Advisors

Wealth Access provides best-in-class personal financial management (PFM) for financial advisors and their clients.

http://www.wealthaccess.com/

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CONTACTS AT WEALTHACCESS.COM

WEALTH ACCESS, LLC

DAVID BENSKIN

222 LE●●●●●●AVENUE

NAS●●●LLE , TN, 37205

US

1.61●●●●5621
DB●●●●●●@COMCAST.NET

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WEALTH ACCESS, LLC

DAVID BENSKIN

222 LE●●●●●●AVENUE

NAS●●●LLE , TN, 37205

US

1.61●●●●5621
DB●●●●●●@COMCAST.NET

View this contact

WEALTH ACCESS, LLC

DAVID BENSKIN

222 LE●●●●●●AVENUE

NAS●●●LLE , TN, 37205

US

1.61●●●●5621
DB●●●●●●@COMCAST.NET

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Wealth Access provides best-in-class personal financial management (PFM) for financial advisors and their clients.
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Wealth Access | Personal Financial Management for Advisors | wealthaccess.com Reviews

https://wealthaccess.com

Wealth Access provides best-in-class personal financial management (PFM) for financial advisors and their clients.

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wealthaccess.com wealthaccess.com
1

Careers | Wealth Access

http://www.wealthaccess.com/careers

WANT TO JOIN OUR TEAM? Wealth Access seeks highly motivated individuals who can help us succeed, today and in the future. Take a look at our open positions to see if there is something that is a fit for you. December 18, 2015. JOB DESCRIPTION Want to join a team of highly motivated, team oriented individuals? Want to be a part of one of the fastest growing companies and hottest names in the fintech space? December 18, 2015. December 18, 2015. Associate Client Support Representative. December 18, 2015.

2

Benefits for Clients | Wealth Access

http://www.wealthaccess.com/client

TAKE WEALTH ACCESS WITH YOU. Optimized for all mobile and tablet devices, Wealth Access provides an intuitive layout allowing you to access your information from anywhere. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update client information on the go. Understand Your Family’s Complex Wealth Picture. YOUR PERSONAL BALANCE SHEET.

3

About | Wealth Access

http://www.wealthaccess.com/about

Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families. Mark Crockett has over 27 years of experience in the financial technology industry. Prior to joining Wealth Access he was the CTO of Investment Scorecard and Shareholder InSite. VICE PRESIDENT OF SALES. John is dedic...

4

Demo | Wealth Access

http://www.wealthaccess.com/demo

Please use the form below to contact us and learn more about how Wealth Access can help you transform your business! These fields are required.

5

Benefits for Firms | Wealth Access

http://www.wealthaccess.com/firm

Provide your clients with an outstanding client experience through Wealth Access’s advanced and innovative technology, particularity for the next generation investor, set to inherit $30 trillion in the coming years, these emerging clients expect a different experience from their advisor that is technology enabled, real time and readily available on their mobile devices. EMBRACE THE BEST OF ROBO-ADVISOR TECHNOLOGY. INCREASE ASSETS UNDER MANAGEMENT. YOUR BRAND, YOUR PLATFORM.

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circa.design circa.design

Wealth Access — Circa Design

https://circa.design/wealth-access

A financial technology start-up, Wealth Access aggregates data and creates efficiencies for financial planners and wealth managers. They are a dedicated crew with an incredible product, but little time to spend on marketing and front-end design. The challenge was to create a brand that established credibility and ensued trust. Graphic design studio proudly based in Nashville, Tennessee.

cetnfund.com cetnfund.com

Portfolio - Council & Enhanced Tennessee Fund

http://cetnfund.com/ourportfolio

C&E's investments span a wide range of industries, and our portfolio companies employ a variety of different business models. We seek companies that not only offer the prospect of attractive financial returns, but also have the potential to contribute more broadly to economic growth in Tennessee. As a leader in digital signatures, SIGNiX makes signing documents safe and secure so that its clients can better connect with partners and customers. SIGNiX's solutions help the world’s leading companies bec...

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