Wealth Access is a robust personal financial management platform. Built upon intelligent aggregation technology, Wealth Access provides highly customizable advisor and client portals which include dashboards and visuals of over 50 component-based widgets. Clients view their entire wealth picture via the comprehensive balance sheet and trending dashboard, accessing these tools via the mobile compatible portal and App.
Advisors can access Wealth Access through Orion Connect. In addition to pulling Orion’s account data as part of their account aggregation, Wealth Access also integrates with the Insight platform, combining Orion’s widgets with their own to create their dashboards.