Aqumulate delivers better account aggregation

Your clients have accounts at different financial institutions. Aqumulate provides the simplest way for you to view those accounts in a single portal or in the software systems you use to run your business.


A trial lasts 14 days. No payment information is required during your trial.

Starting at only $99/month

                                      Call (888) 623-7189
                                      Contact us via E-Mail

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  • Advisor and client portals

  • Over 11,000 data connections

  • Integrated with more than 20 popular software systems

  • Enhanced position and transaction level data for importing into portfolio management software

  • Unsurpassed support


We are passionate about account aggregation, and determined to help you grow your business. Whether you are looking for a simple portal for you and your clients to view account details or if you require data integrated with other software systems, we’ve got exactly what you need.




No Setup Fee



$700 - One-time setup fee



$200 - One-time setup fee


We are happy with your entire solution. It is incredible, and we love it. I can provide a level of service that advisors who are not using aggregation would not be able to do.
— Jay Levin, Investment Planning Associates