Account Aggregation for Advisors and Wealth Management

Aggregation Built For Advisors

On demand access to your clients entire financial picture is essential. 

Aqumulate provides the simplest way for you to collect and view those client accounts in a single portal or in the software systems you use to run your business.

 

 

 

Starting at only $99/month

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

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

PRICING

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.

 

VIEWNOW

$175/mo 

No Setup Fee

RECONCILENOW

$399/mo

$750 - One-time setup fee

XPORTNOW

$249/mo

$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
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