How many hours have you wasted sifting through volumes of client statements and paperwork? Too many, we’re sure. Even worse, the end result was probably an incomplete and outdated view of the client’s portfolio – not to mention the value of the time you wasted, which could have been put to better use.
The good news? Manually collecting and entering account information is history. Aqumulate is integrated with some of the most widely used software systems in the industry:
Our integrations greatly reduce the amount of time you spend manually collecting and entering account information into the various tools 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.