Aqumulate is a month-to-month license. Pricing below includes the aggregation of an unlimited number of accounts for up to 100 households. Each additional household above 100 is billed $1.00/month

Features


 

Advisor and Client Portals
Branding with your firm logo
Balance, Position, Transaction Details
Net Worth Chart
Top Holdings
Total Assets by Custodian
Normalized Position List
Branded Balance Sheet Report
Client Managed Connections (11,000+)
Advisor Custodial Connections (275+)
Unlimited Phone and Email Support
 

Exports
Excel and CSV
CRM Integration
Financial Planning Integration
Risk Tolerance Intergration
Performance Reporting Integration
 

Data Enhancement
Data Normalization
Customizable Security Master
Transaction Code Translation
Transaction and Position Filtering
Common Data Files
Account Number Translation
 

Server and Security (Applies to all solutions)
Hosted on MSFT Azure Cloud
Credentials encrypted with 3DES
Activity Monitoring and Logging
HTTP with transport layer security
Intrusion Detection and DDoX monitoring
Nightly Backups

ViewNow

$99/month
 

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Email only
 

Exports
No
No
No
No
No
 

Data Enhancement
Yes
No
No
No
No
No

 

XportNow

$249/month
$200 setup fee

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
 

Exports
Yes
Yes
Yes
Yes
No
 

Data Enhancement
Yes
No
No
No
No
No


 

ReconcileNow

$399/month
$700 setup fee

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
 

Exports
Yes
Yes
Yes
Yes
Yes
 

Data Enhancement
Yes
Yes
Yes
Yes
Yes
Yes


 

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