Account Aggregation for Advisors and Wealth Management

Account Aggregation Built For Advisors

For more than 12 years, Aqumulate has provided advisors with the simplest way to view client account details in a single portal or in the software systems used to run their business.  

 

 

Call (888) 623-7189
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I am blown away to how easy Aqumulate is
— Mel Parks - Forty-three Eighteen Advisors
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Features

  • 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

Aggregation Experts

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.

 
 
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
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