Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen

#Lifestyle Wealth


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.”

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https://www.wealthmanagement.com/technology/tegra118-wealth-access-partner-bid-show-all-client-data-one-screen

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