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Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Financial Solutions group is a New York, NY-based company in the Financial Services sector.
The PAY O Matic Corp is a Syosset, NY-based company in the Financial Services sector.
PLCU has always been committed to its membership and the community it serves. PLCU community involvement in 2002 included the annual Children's Safety Fair and PLCU fundraisers for the American Cancer Society, the Make-A-Wish Foundation, and the
Gateway Systems, Inc is a Barrington, IL-based company in the Financial Services sector.