Aggregation Gold Standard

We’re thrilled with our decision. Aqumulate gives us an advantage over our peers. The software works great, and clients love it
— J. F. WILLIAMS CO.
 

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.

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Seamless Integrations

 
 

Connect Aqumulate to the software your team relies on every day

Aqumualte supports tight integrations with many of the most widely used software systems in the wealth management industry allowing you to view client account information in virtually any system you use to run your business.

Manually inputting account information is history. Our integrations help enable you to select best-of-breed software while giving you more time for high value client development. By automating the aggregation of your client’s financial accounts and integrating this data with more than two dozen software systems, you eliminate the need to bother clients for monthly and quarterly statements.  

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“Within my first few months on Aqumulate we have added over $15 million in new assets under advisement ranging from client 401(k) plans to college savings plans. Clients are very excited to have me manage all of their accounts and enjoy being able to see everything in one place. The aggregation service has enabled me to gain access to client assets that were out of reach before.”
— BCM Wealth
 

Turn Insight Into Trust

Want to become your clients’ trusted advisor? Investors want an advisor who understands their financial priorities and helps to protect and grow their wealth. Advisors need to prove they can do that.

You need to demonstrate deep financial expertise, coupled with objective decision making based on a complete understanding of your clients’ personal financial goals. Aggregation can help.

Aqumulate offers advisors a panoramic portfolio view of a client’s complete portfolio, updated daily. With the whole picture – including held-away assets and major liabilities – you can offer better guidance, tailored to the investor’s personal goals and financial situation.

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.

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