Wealth Access

What if your team could stop chasing data — and start using it? With Wealth Access, you can: ✅ Unify client information from your core, trust, CRM, and portfolio systems ✅ Empower advisors with one real-time view ✅ Eliminate inefficiencies caused by siloed systems This is the power of: 🔹 OneWealth – meaningful insights at your advisor’s fingertips 🔹 OneBank – a full view of the client across departments 🔹 OneData – a centralized platform powering it all Powered by Integration Hub, it connects to the tools you already use. All of your customer data in one place. Imagine that. 🔗 Learn more: https://xmrrwallet.com/cmx.phubs.li/Q03wH8qm0 #WealthAccess #CustomerData #BankingInnovation #OneWealth #OneBank #OneData #Fintech #AdvisorTech #DigitalTransformation #UnifiedClientView

At most banks, trust, investment, and retail data live in different silos — making it harder for advisors to prepare, advise, and act in real time. OneWealth changes that. It brings together all relevant client data into a single advisor dashboard — so your team has: ✅ Total balance visibility across all accounts ✅ Real-time cash flow and asset data ✅ One-click access to trust, brokerage, and bank relationships The result? 🔹 More productive advisors 🔹 Stickier client relationships 🔹 Increased wallet share Schedule some time to find out more about OneWealth, OneBank, OneData powered by the Integration Hub. https://xmrrwallet.com/cmx.plnkd.in/e2ZizaTQ #WealthAccess #OneWealth #OneBank #OneData #WealthManagement #AdvisorTech #UnifiedBanking #Fintech

Banks have long treated wealth and banking as separate operations. But your clients expect more — they want one relationship, one experience. At Wealth Access, we help bridge the gap with: 🔹 OneWealth – Empower advisors with deeper, unified insights 🔹 OneBank – Connect departments for better cross-sell and retention 🔹 OneData – A unified data layer that ties everything together Let’s redefine what “banking” looks like for wealth-driven growth. #WealthAccess #OneWealth #OneBank #OneData #WealthManagement #BankInnovation #DigitalTransformation #UnifiedExperience #DigitalBanking #CoreIntegration #UnifiedAdvisorDashboard

We’re Hiring – Wealth Access is growing, and we’re looking for a Marketing Operations Coordinator to help keep our marketing engine running smoothly! 🔹 Why Wealth Access? 🔹 We help banks own, access, and leverage their data—no silos, no cleanup, just ready-to-use insights for smarter decisions. If you're detail-oriented, ready to learn, and excited to grow your career in B2B fintech marketing, we want to hear from you. Apply here: https://xmrrwallet.com/cmx.phubs.li/Q03ryNrg0 #Hiring #FintechMarketing #MarketingOps #MarketingOperations #MarketingOperationsCoordinator #MarketingCoordinator #WealthAccess

We’re Hiring – Wealth Access is growing, and we’re looking for a Product Marketing Manager to help bring our story to life! 🔹 Why Wealth Access? 🔹 We help banks own, access, and leverage their data—no silos, no cleanup, just ready-to-use insights for smarter decisions. In this role, you’ll shape product positioning, lead go-to-market strategies, and drive adoption as we build a new category in fintech. Join our fast-growing team! Apply here: https://xmrrwallet.com/cmx.phubs.li/Q03ryPWK0 #Hiring #ProductMarketing #ProductMarketingManager #MarketingManager #FintechCareers #SaaSMarketing #WealthAccess

We're thrilled to welcome Reilly Fannin to the team as our newest Business Development Representative! 🥂 With a marketing degree, sharp mindset, and contagious enthusiasm, Reilly is bringing a lot of energy to the team already. A proud graduate of Ole Miss, she is diving in and making an impact quickly. We are excited to have her on board—welcome to the team, Reilly! #WelcomeToTheTeam #BDR #TeamGrowth #OleMissAlum

Nothing like sunshine, good views, and great company to welcome a new teammate ☀️ Our sales and marketing team got together for a fun lunch to officially welcome Reily to the crew! It was the perfect setting to connect, recharge, and kick off this next chapter with some fresh energy.

🎤 Live from #Q2Connect25. During Monday’s Customer Stories session, our client Scot Karbach, Digital Strategy Officer at Lake City Bank, gave Wealth Access a shoutout on stage: “We just went live with Wealth Access this week... clients can see their net income every day when they get into that platform, and they really like that.” We’re proud to support Lake City Bank with a unified dashboard that delivers real-time insights to their clients. This is exactly why we do what we do—empowering banks to unlock value from their data and deliver smarter client experiences. #WealthAccess #BankingInnovation #Q2InnovationStudio #OneWealth #OneBank #OneData

We’re excited to welcome Craig Walling to the Wealth Access Board of Directors! Craig brings decades of leadership across UBS, US Trust, Charles Schwab, and now Integrity Wealth. His deep industry experience and passion for innovation align perfectly with our mission to transform wealth management through data and technology. We’re honored to have him on board and look forward to his impact. Read more: https://xmrrwallet.com/cmx.phubs.li/Q03n8cty0 #WealthManagement #Leadership #BoardAnnouncement #WealthAccess #Fintech

Are you in Austin for Q2 Connect? Wealth Access is a proud Accelerator partner and sponsor of Q2 Connect 2025! 👋 Stop by kiosk #13 to meet Victoria Lubnik, EVP of Growth Strategies, and Melissa Berg, Solutions Engineers, and see how our integration helps financial institutions unlock revenue growth through personalized digital experiences. 📍 Let’s connect, collaborate, and drive the future of digital banking—together. #Q2Connect2025 #OneBank #OneWealth #OneData #WealthAccess #DigitalBanking #WealthManagement #BankingInnovation #CustomerDataInsights #Q2Partner