David Benskin

Orion Advisor Services, LLC, ("Orion") the premier portfolio accounting service provider for advisors, has announced its latest integration partner:  Wealth Access, Inc., (“Wealth Access”) the industry’s leading independent provider of personal financial management tools to registered investment advisors and their high net worth clients.

The new integration combines advanced data reporting from Orion’s platform with the personal financial management capabilities of Wealth Access, providing the advisor with a comprehensive view of their client’s complete wealth picture. Advisors will receive an aggregated, daily feed of their clients’ accounts directly from Orion, which they can view as a full net-worth report in Wealth Access.

Now reporting on over $20 billion, representing 350% growth and 14-fold increase in users over the last year

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior technology and financial services veterans.

Three-year-old Wealth Access has achieved notable financial relationships with several institutional investors, family offices and individuals, leading the fintech company to the milestones of raising more than $3 million in funding and ramping its team with experienced and proven company builders.

Previous investors are now joined by new ones including SixThirty, the Council & Enhanced Tennessee Fund created by Council Capital and Enhanced Capital Partners, and several family offices.

Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today several milestones that represent fast growth and adoption of its industry leading technology.  In only its third year, Wealth Access now reports on $7 billion, adding an additional $600 million per month, up from $250 million per month in 2013.