Sophisticated Wealth Dashboard Personalizes Finance Experience for Family Offices, UHNW Investors
Ultra High Net Worth (UHNW) clientele of Wealth Access, with Estate Platform 2.0, had already removed the hassle of organizing complex, multi-generational financial portfolios, but with Version 3.0 the company has taken up its concierge-level support to a new management tier, offering the distinctive ability to split ownership of accounts between entities and members.
