• ACCOUNT AGGREGATION FOR FINANCIAL ADVISORS AND CLIENTS

  • HOLISTIC VIEW

    The Aqumulate™ service, released in 2006, aggregates, normalizes and enhances account data from more than 10,000 financial portals. This comprehensive coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs and hard to reach assets, as well as mortgage, loans, bills, and other liabilities.


    Investors expect to receive advice tailored to their personal financial goals. However, many advisors lack the reliable information they need to understand how non-managed accounts are performing. By providing a holistic view of clients’ assets and liabilities, Aqumulate facilitates richer, more informed financial guidance.

     

    INTEGRATED AND EFFICIENT

     

    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 Even worse, the result was probably an incomplete and outdated view of your client’s portfolio – not to mention the value of the time, which could have been put to better use.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:

     

    Redtail CRM, Schwab PortfolioCenter®, Junxure, Ebix SmartOffice, Salesforce, MoneyGuidePro, Money Tree Software, and more.

     

    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.

    FOR YOU AND YOUR CLIENT

     

    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.

    PRIVACY AND SECURITY

     

    Protecting our clients’ privacy and safeguarding their personal information is of utmost importance to us. To fulfill this commitment, we have developed a series of policies and practices that govern the protection and use of private information. We utilize state-of-the-art technologies and maintain current security standards and physical, electronic or procedural safeguards to ensure that personal and financial information is protected against unauthorized access or disclosure and inappropriate alteration or misuse.

     

    Aqumulate is partnered with Fiserv - the same company providing information management systems to more than 14,000 financial services companies worldwide - to deliver world-class account aggregation technology without compromising security. Financial account passwords do not reside on Aqumulate servers.

     

     

    READ ONLY DASHBOARDS

     

    Aqumulate's dashboards are read only. You and your clients are able to view the financial account details, but nobody can transfer money in or out of accounts, execute trades, view passwords, or change account owner details.

  • Sound exactly like what you need?

     

    CLICK TO SCHEDULE A DEMO

     

    OR

     

    CALL SALES 888-623-7189 EXT. 1

     

     

  • SOLUTIONS

    ViewNow

     

     

     

    A dynamic account aggregation solution designed to give advisors a comprehensive view of their client's total portfolio including assets that are held-away.

     

    Key Features:

    • Cloud-based portals for you and your clients.
       

    • Branded with your firm logo.
       

    • Aggregate balance, position and transaction level detail.
       

    • Assets and Liabilities as well as manually added accounts.
       

    • Accounts are updated automatically every night.

      

    Download the ViewNow PDF overview

     

    XportNow

     

     

     

    Everything in ViewNow plus the ability to export balance and position detail into the following systems:

     

    CRM Integrations: Dynamics, Grendel, Junxure, ProTracker, Redtail, Salesforce, SmartOffice, Zoho CRM.

     

    Financial Planning Integrations: Cheshire Software, FPS System, IncomeMax, MoneyGuidePro, Money Tree Software.

     

    Other Software: In-house applications, Microsoft productivity tools.

     

    Download the XportNow PDF overview

     

    ReconcileNow

     

     

     

    Eliminate manual entry of position, price and transaction level detail into portfolio management and reporting software.

     

    ReconcileNow includes everything in XportNow plus the ability to deliver transaction level detail into these systems:

     

    Integrations:  Assetbook, BridgePortfolio, Morningstar Office, Schwab PortfolioCenter® and more.

     

    BackOffice Partners:  BOSS, OutsourceThis

     

    Download the ReconcileNow PDF overview

     

    ReconcileComplete

     

     

     

    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.
     

    Key features:

    • Add on to the benefits and features of ReconcileNow.
       

    • Download, post and reconcile your Aqumulate data.
       

    • Processed at your PortfolioCenter® database location daily.
       

    • Identification of new accounts and securities.
       

    • And more...

     

  • WE WANT TO HEAR FROM YOU

     

    Sales:

    888-623-7189 Ext. 1

    sales@aqumulate.com

     

     

     

    Customer Support:

    888-623-7189 Ext. 2

    support@aqumulate.com

     

    Or

     

    Send us a message