Wealth Management Solutions
Accessridge provides wealth management solutions that help financial firms envision, design, and implement their wealth management offerings and communications. We help optimize their workflow to improve growth and profitability. Our distinct approach delivers complete investment communication solutions for wealth management challenges. From trading, cost basis reporting and financial planning to automated account opening, maintenance and funding, Accessridge offers a full suite of powerful applications that support the workflow of today’s financial professional including:

• Financial planning and education
• Marketing and investor communications
• Productivity tools
• Account and client management
• Retirement plans
• Data, intelligence, and reporting