Account aggregation for financial professionals
Clients don't always think to tell you about money in outside accounts
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.
Integrated and Efficient
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 Even worse, the end result was probably an incomplete and outdated view of the client’s portfolio – not to mention the value of the time you wasted, which could have been put to better use.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: Redtail CRM, Schwab PortfolioCenter, Junxure, Ebix SmartOffice, Salesforce, MoneyGuidePro, Money Tree Software, and more. 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.
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 your and your staff via our advisor dashboard. Soon to be released personal financial management widgets such as budgeting and cash flow management tools will add additional feature-rich functionality that will help drive clients to increase usageof the client dashboard and include more of their financial accounts.
Privacy and Security
Protecting our clients’ privacy and safeguarding their personal information is of utmost importance to us. In order 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. The core tenant of our policies and practices is that you and your clients control how information is used and who has access to it. 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 login details never touch 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?
Want to see Aqumulate in action?
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Here's what some of our clients think
Good stuff. We love them!
Investment Planning Associates
Integrations: PortfolioCenter, Excel
“The Aqumulate service has given us the opportunity to seamlessly manage assets that are not held at our custodian. Our clients appreciate that these assets can be directly managed in accordance with their investment plan, that they don’t have to worry about making changes in their investments and that their held away assets are included in our quarterly performance reports. In less than a year, our firm has added $5 million in assets under management through Aqumulate.”
Communitas Financial Planning
Integrations: MoneyGuidePro, Salesforce
"Our goal was to see many accounts from multiple institutions in one place, then export the accounts into the other tools we use to run our business. Aqumulate has been a huge time-saver and has allowed us to focus more on financial planning and investment allocation."
Colorado Capital Capital Management
“Manually collecting and entering data is too labor intensive. Aqumulate allows us to efficiently manage daily reconciliation in PortfolioCenter. It is exactly what we needed and is exactly what we expected.”
Always month-to-month, never an annual commitment Up and running today
$150/month - No setup fee
Up to 300 clients; unlimited accounts
Easy to implement. Up and running today
Web-based dashboards for you and your clients to view balance, position and transaction level detail from over 9,000 financial institution portals. Accounts are added in real-time and automatically updated each night.
Internet connection and a login to view the accounts online.
$225/month - No setup fee Up to 300 clients; unlimited accounts
Bring position level data into CRM, financial planning software and Excel
Enables the export of your aggregated data into popular CRM and financial planning software, as well as Excel and custom in-house solutions. Includes features of ViewNow.
: Junxure, ProTracker, Redtail, Salesforce, SmartOffice
Financial Planning Integrations
: Cheshire Software, FPS System, IncomeMax, MoneyGuidePro, Money Tree Software
Starting at $250/month. One-time $750 implementation fee
Bring transaction detail into portfolio management and reporting software
Eliminate manual entry of position and transaction level detail into portfolio management and reporting software.
: Assetbook, IAS, Schwab PortfolioCenter
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Sales: 888-623-7189 Ext. 1 email@example.com Customer Support: 888-623-7189 Ext. 2 firstname.lastname@example.org