Aggregation Gold Standard
Imagine a race with 300,000 competitors. That’s more or less what the advisor market is like today. Advisors are constantly looking for ways to differentiate themselves from the pack. Account aggregation can make this possible.
Aqumulate gives you complete portfolio insight. This insight gained from account aggregation enhances the value of your advice and helps you stand out in a competitive market. If you are providing better advice, you have an ideal opportunity to capture new assets.
Completely automating the data collection process, Aqumulate enables you, your staff and clients to simplify life by taking all accounts and consolidating them into a single feed so everything can be viewed as one.
- Captures balance, position and transaction level detail from over 11,000 financial websites
- Web-based dashboard for you and your clients
- Seamless integrations with some of the most widely used 3rd party technology platforms such as Schwab Portfolio Center, Redtail CRM, Junxure, Morningstar Office, MoneyGuidePro, and more
Working with Aqumulate translates into improved operational efficiency, increased productivity, and happy clients.