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Wealth Access

Wealth Access Enhances User Productivity with DocuSign Integration

Wealth Access Integrates With the DocuSign Agreement Cloud to Introduce Efficiency Gains and Improvements to the Client Experience for Financial Institutions Wealth Access, one of the industry’s largest independent personal financial management and account aggregation platform, has announced a new integration with DocuSign, which offers the world's #1 e-signature solution as part of the DocuSign Agreement Cloud. By partnering with DocuSign, the Wealth Access platform will further increase user efficiency by eliminating…