Aqumulate delivers better account aggregation

Your clients have accounts at different financial institutions. Aqumulate provides the simplest way for you to view and manage those accounts in any software system you use to run your business.

 

A trial lasts 14 days. No payment information is required during your trial.

 

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 (ViewNow) or if you need the data integrated with your other software systems (XportNow),  we’ve got exactly what you need.

 

VIEWNOW

$75/mo 

No Setup Fee

XPORTNOW

$250/mo* — Balance & Position Export
$350/mo** — Balance, Position & Transaction export

*$200 One-time Setup Fee
**$750 One-time Setup Fee

“The Aqumulate service has given us the opportunity to seamlessly manage assets that are not held at our custodian. Our clients appreciate that these assets can be directly managed in accordance with their investment plan, that they don’t have to worry about making changes in their investments and that their held away assets are included in our quarterly performance reports. In less than a year, our firm has added $5 million in assets under management through Aqumulate.”

— Jay Levin, Investment Planning Associated