Integrated and Efficient

How many hours have you spent manually collecting and sifting through volumes of client statements on outside accounts? Too many, we’re sure. Even worse, the result was probably an incomplete and outdated view of your client’s portfolio – not to mention the value of the time, which could have been put to better use.

The good news? Manually collecting and entering account information is history. Aqumulate integrates with some of the most widely used software systems in the industry:

Redtail CRMSchwab PortfolioCenter®Junxure, SalesforceMoneyGuideProMoney Tree Software, and more.

Our solutions will significantly reduce the amount of time you spend manually collecting and entering account information into the systems you use to run your business.

Efficient data management translates into improved operational efficiency and increased productivity at your firm.


INTEGRATIONs and partners

Seamlessly integrating with the systems you use to run your business

 


Become a Partner

Integrate with Aqumulate and begin offering your customers a simple, secure way to bring account information into your application. We offer API and File transfer integrations. 

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