Tegra118 is partnering with Wealth Access to launch a new “mobile-enabled” client experience and balance sheet management, according to an announcement. The front-office-focused technology provides advisors with engagement across devices, allowing them to see clients’ savings, loans, credit cards and investments.
“Tegra118 will maintain our focus on in-demand solutions that we can quickly bring to market, to add value to the client-advisor relationship and the overall front-office experience,” said Cheryl Nash, CEO of Tegra118, in a statement. Following the firm’s acquisition of RetireUp, it was time to integrate with the Wealth Access modules, she added.
The quest to provide advisors with the coveted “single pane” is behind the integration. A “macro-view of data will contribute to more dynamic, informed retirement conversations and recommendations,” according to the announcement.
“Firms are challenged with toggling between multiple portals and legacy platforms to gather and analyze data,” said David Benskin, founder and CEO of Wealth Access, in a statement. “Most advisors have never seen their own data in one place. Together, with Tegra118, we’re solving that problem—while extending Wealth Access’ reach into the retirement planning industry.”
This means, you take one article, and you use the article distribution system. It will generate thousands of unique versions of your article, and publish those unique articles to hundreds of websites that are related to your niche.
Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.
So browse through a category and make your preferred selection and come back here to read more choice articles and get a few more helpful tips on ways to help your enhancement.
As an Amazon Associate I earn from qualifying purchases. “saubiosaubiosuccess.com is a participant in third party affiliate and advertising programs; The Amazon Services LLC Associates Program, Awin network, and other affiliate advertising programs are designed to provide a means for sites to earn advertising fees and commissions by advertising and linking to products on other sites and on Amazon.com. Amazon and the Amazon logo are trademarks of Amazon.com, Inc, or its affiliates.”
We use anonymous cookies and various 3rd-party services to optimise and to offer you a better, more personalised, browsing experience with advanced accessibility enhancements.
Dismiss
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
