After a successful sale of the Aqumulate application in 2019, our expertise hasn't retired. It has evolved. Now, we offer consultancy services in data aggregation and integration, leveraging our rich experience to guide firms in the financial services industry. Whether you're dealing with account aggregation best practices, custom integrations and development, or trying to capture client data spread across multiple platforms, our team is here to streamline your processes.
Our founder's journey began with Baer Software, a pioneer in bi-directional software integration, setting the stage for a series of successful entrepreneurial ventures. With over 1,000 financial firms benefitting from our solutions, we are not just consultants; we are industry veterans with a proven track record.