Aqumulate: Enhancing Data Management
Aqumulate's service operates as the client's agent, connecting to financial institutions each night and updating account information. Completely automating the data collection process, Aqumulate enables financial advisors, wealth managers, and their clients to simplify their lives by taking all accounts and consolidating them into a single feed so everything can be viewed as one.
- Efficiently monitor and advise on held away accounts – both discretionary and non-discretionary.
- Eliminate manual data collection of outside, held-away accounts.
- Captures balance, position and transaction level detail from more than10,000 financial websites.
Managing Data more efficiently
Manual data collection is full of potential problems, is not scalable, and is very labor intensive. Aqumulate automatically harvests and updates data nightly from thousands of financial institutions where your clients accounts are held.
- Web-based dashboard for you and your client’s to view aggregated data online with the click of a mouse.
- Seamless integrations with some of the most widely used 3rd party technology platforms such as Schwab Portfolio Center, Redtail CRM, Junxure, Redtail, MoneyGuidePro, and more.
- Effective data management translates into improved operational efficiency and increased productivity at your firm
- Balance, Position and Transaction detail
- Multiple export file formats
- Automated nightly updates
- Normalized to common format
- Gain a complete picture of your client's assets with up-to-date, reliable data
- Increased visibility into their entire portfolio, including held-away
- Builds trust and adds transparency
- Understand your client's true allocation
- Helps comply with Rule 206(4) - 2
- More than two dozen integrations
- CRM, Financial Planning, Portals, and Reporting software
- On demand or automated exports
- Ability to select all or partial data sets
Types of Accounts Aggregated
- Brokerage, IRA, 529, Insurance, Annuity, 401(k) and other qualified plans
- Bank checking and savings accounts
- Liabilities and bills
- Single login to view all their accounts, updated nightly
- Easy, simple setup
- Track net worth over time
- Branded with your firm's logo and accessible via your firm website
- Available on any device
Security and Reliability
- Private and secure portal
- Intrusion Detection and DDoS monitoring
- Endpoints secured via HTTPS
- Nightly backups