Introducing the Wealth Access + RightCapital Integration
April 29, 20204 min
Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.
Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.
Wealth Access integrates with the DocuSign Agreement Cloud to introduce efficiency gains and improvements to the client experience for financial institutions.