How many hours have you spent manually collecting and sifting through volumes of client statements on outside accounts? Too many, we’re sure. Even worse, the result was probably an incomplete and outdated view of your client’s portfolio – not to mention the value of the time, which could have been put to better use.
The good news? Manually collecting and entering account information is history. Aqumulate integrates with some of the most widely used software systems in the industry:
Our solutions will significantly reduce the amount of time you spend manually collecting and entering account information into the systems you use to run your business.
Efficient data management translates into improved operational efficiency and increased productivity at your firm.
Your clients want to access information about their finances quickly and easily, preferably from a single website. Providing them with the tools to simplify their financial lives will strengthen their relationship with you and your brand.
Aqumulate provides this consolidated view to your clients in a visually compelling and easy-to-use online client dashboard portal. Clients will have the ability to add all their financial accounts to see a comprehensive overview of their entire portfolio and then drill down to understand specific positions and holdings. These accounts are then presented to you and your staff via our advisor dashboard.
A dynamic account aggregation solution designed to give advisors a comprehensive view of their client's total portfolio including assets that are held-away.
Download the ViewNow PDF overview
Processing data from held-away accounts is a more complex procedure than processing data from your primary custodians.
You can put your current processing time to better use by allowing our experts in held away data reconciliation process this data for you.