Aqumulate automates the creation of a consolidated view of client assets and liabilities, creating deep insight that can lead to stronger relationships and increased assets under management and advisement.
With the ability to aggregate account data from more than 10,000 data portals, Aqumulate completes the picture for advisors and their clients. This wide coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs and hard to reach assets, as well as the mortgage, loans, bills, and other liabilities.
Investors expect to receive advice that is tailored to their personal financial goals. Yet 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.
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 Even worse, the end result was probably an incomplete and outdated view of the client’s portfolio – not to mention the value of the time you wasted, which could have been put to better use.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 your and your staff via our advisor dashboard.
$150/month - No setup fee
Web-based dashboards for you and your clients to view balance, position and transaction level detail from over 10,000 financial institution portals.
Accounts are added in real-time and automatically updated each night.
Pricing includes aggregation of unlimited accounts for your first 300 client households. Additional client households are billed at .50-cents per client per month starting with client number 301.