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[February 11, 2014]
Wealth Access Unveils New Wealth Access Version 2.0 Investment Management Platform at T3 Conference in Anaheim on February 11
(GlobeNewswire Via Acquire Media NewsEdge) NASHVILLE, Tenn., Feb. 11, 2014 (GLOBE NEWSWIRE) -- Wealth Access, a software-as-a-service company that helps individuals, advisors and family offices better manage wealth, today announced the release of Wealth Access Version 2.0, featuring redesigned navigation, enhanced graphics and numerous other upgrades and tools to enhance user experience. The new version of the online platform—which aggregates data from global portfolios into a simple, secure, real-time digital dashboard that can be shared by investors and advisors—is being introduced at a launch party at the T3 (Technology Tools for Today) conference in Anaheim later today.
"We are excited to bring Wealth AccessVersion 2.0 to the investment community, offering improved functionality for advisors coupled with a cleaner, more user-friendly interface for investors," said David Benskin, Founder and CEO of Wealth Access. "It's a pleasure to showcase the new platform for tech-savvy T3 attendees as we work to become a digital financial information hub for a broad market of investors and their advisors." In conjunction with the release of Version 2.0, Wealth Access launched a fresh new website that more clearly articulates the strengths of the platform and the Wealth Access opportunity. The new site demonstrates how the platform improves business performance for a diverse client base and why Wealth Access has become one of the fastest growing wealth management platforms in the United States. The company also announced today that it has initiated a new Series A funding round, led by Lucius Burch, IV—manager of two family partnerships for Burch Investment Group and former partner at Massey Burch Capital Corp.—and Joe Maxwell, founder and CEO of Shareholder InSite and former CEO of Investment Scorecard. Both gentlemen have agreed to join the Wealth Access board of directors.
"I'm proud of what our team accomplished last year, resulting in exceptional growth, a new round of financing and the early 2014 launches of our new platform and website—all of which positions us well in 2014," said Benskin. "Mr. Burch and Mr. Maxwell lend tremendous credibility and knowledge to our company, and their arrival is a strong endorsement for the Wealth Access value proposition. We expect to continue seeing rapid and widespread acceptance of this simple, highly effective tool that can help advisors increase client satisfaction, improve portfolio performance and grow assets under management. We believe the time is right for transparency through technology to transform the investor/advisor relationship. Our momentum suggests a pretty significant opportunity." About Wealth Access Wealth Access is a revolutionary online platform that helps high net worth individuals and their advisors better understand and manage wealth. The software's permission-based technology and customized access features combine to deliver a smart, simple and sharable view in the only private, personal virtual wealth management platform on the market. Developed by a former advisor with expertise in the complexities of high net worth individuals—and knowledge of technology from an advisor's perspective—Wealth Access aggregates information from more than 25,000 financial institutions and other sources to help investors and their advisors gain a holistic view of their money and make smarter investment decisions. The result is a balance sheet view of detailed assets and liabilities among other valuable features. For more information, visit
CONTACT: Corporate Contact: David Benskin Wealth Access (615) 810-8347 firstname.lastname@example.org Media Contact: Angela Novak Corner Office Communications (615) 406-0715 email@example.com Source: Wealth Access, Inc 2014 GlobeNewswire, Inc.
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