AdvisoryWorld and Wealth Access Announce Data Integration at Schwab IMPACT 2017, Allowing Advisors to Bid on Held-Away Assets with Next Generation Proposals

Full Platform Application Capabilities Slated to Launch in Q1 2018
November 14, 2017 07:00 ET | Source: AdvisoryWorld
LOS ANGELES, Nov. 14, 2017 (GLOBE NEWSWIRE) — AdvisoryWorld, a leading software provider for financial advisors, today announced its data integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform. Wealth Access and AdvisoryWorld will be demoing this new integration from their Schwab IMPACT 2017 kiosks and will also be hosting joint webinars on Tuesday, November 28th at 4pm ET, click here to register, and on Thursday, November 30th at 4pm ET, click here to register. An advanced, full platform integration will launch in the first quarter of 2018.
This new integration allows advisors to use their Wealth Access client account data to populate risk profiles, proposals, and Investment Policy Statements (IPS) via the AdvisoryWorld Proposal Generator. The Proposal Generator provides advisors with an intuitive and repeatable process for analyzing investor risk and portfolio performance characteristics, designing and implementing investment strategies, and ultimately generating powerful, white-labeled client-facing documents. Furthermore, AdvisoryWorld and Wealth Access’ integrations with other leading advisor technology providers, such as Redtail CRM, eliminates client record duplication across applications. The Q1 2018 full platform integration will see these client-facing documents seamlessly imported into the Wealth Access document vault for client transparency and compliance purposes.
“At Wealth Access, we have pioneered an aggregator of aggregators technology approach, providing advisors visual-aggregated displays of their clients’ entire financial situations through links to over 20,000 institutions via multi-tiered data sources,” said David Benskin, CEO of Wealth Access. “This powerful combination of data quality, accessibility and integration creates many efficiencies for advisors as well as enhances their client experience delivery. Now, with our integration with AdvisoryWorld, Wealth Access clients can save time and effort in creating white-labeled and powerful proposals on all their clients’ data, managed and held-away, while satisfying their compliance demands.”
“We have spent the past 30 years refining our software to seamlessly support and elevate advisors’ practices,” said Michael Wilson, President & COO of AdvisoryWorld. “We have always embraced the power of integration with other industry-leading technology providers, and are thrilled to announce our new integration with Wealth Access at Schwab IMPACT. It is our common belief that clean data delivered through friendly visual displays is a core building block that leading advisors need in order to reach new heights.”
J.D. Bruce, President of Abacus Wealth Partners and an AdvisoryWorld and Wealth Access client, added, “I have had the pleasure of knowing both Wealth Access and AdvisoryWorld for years, and am adopting both of their technologies to elevate my offering and client interactions. I could see the immense value of integration between the two companies, so I brought the idea to both. Wealth Access and AdvisoryWorld connected and here they are today announcing the integration. I’m floored by their willingness to listen and fulfill my needs. I look forward to seeing this integration benefit my clients.”
For more information on the AdvisoryWorld and Wealth Access integration, please visit the AdvisoryWorld and Wealth Access kiosks at Schwab IMPACT 2017 or register for one of the joint webinars on Tuesday, November 28th at 4pm ET, click here to register, or on Thursday, November 30th at 4pm ET, click here to register.
About AdvisoryWorld
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit
About Wealth Access
Wealth Access is an innovative 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 better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information about Wealth Access, visit or follow Wealth Access on Twitter at @ASmarterLook.
AdvisoryWorld Media Contact: Jacqueline Silva,
Wealth Access Media Contact: Courtney Barrett,