Last updated: Jul 22, 2019

Wealth Access

Overview

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.

Functionality

Add this integration to enable authentication and provisioning capabilities.

Provisioning


Okta Verified
Okta Verified
The integration was either created by Okta or by Okta community users and then tested and verified by Okta.

Languages Supported

English

Use Case

Functionality

Support