Vendor
CloudQX
Wealth Access is a Connected Intelligence Platform that unifies fragmented data from banking, trust, brokerage, and retirement systems into a single source of truth.
Nashville, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
CloudQX
Wealth Access is a Connected Intelligence Platform that unifies fragmented data from banking, trust, brokerage, and retirement systems into a single source of truth.
Capability matrix
| Capability | CloudQX |
|---|---|
| Workflow Management | ● |
Parent organization
CloudQX
Founded
2011
Scale
1 sector presence