A tool that collects balance, position and transaction detail on all your client's accounts. 

The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial portal where a client account is held and delivers this data into third party accounting and portfolio management systems, as well as CRM and financial planning tools. 

With Aqumulate, you have one feed to capture and view all your clients accounts including investment, retirement, banking, insurance, 529’s, annuities, REITs and other hard to reach assets, as well as liabilities.

Aqumulate is laser-focused on delivering reliable data aggregation. We leave the performance reporting, planning and budgeting up to our integration partners. This open approach to data and integration allows you to pick best-of-breed solutions that work best for your practice and eliminates the issues that arise when your account aggregation provider delivers a feature that overlap and bumps into your other software.  

Give us a call. We'd love to learn about your business requirements and share how we can help.


integrated and efficient

Aqumulate will help you and your staff improve operational efficiency by greatly eliminating the time spent manually collecting and entering data on outside accounts.

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mobile ready

Aqumulate is available on all devices, regardless of screen size, giving you, your staff and your clients 24/7 access to a 360-degree view of accounts