The Aqumulate license is month-to-month. License fees listed below include the aggregation of an unlimited number of accounts for your first 100 households. Additional households above #100 are billed $1.00/household/month. 

 

View Now

$99 PER MONTH

A client portal for firms and their clients that want to view accounts online and do not require an export of data into third party software. 

Aggregate data from over 11,000 financial website URLs, including investment, retirement, banking, mortgage, loans, credit card and bill information, as well as hard-to-access assets, such as life insurance, 401ks, annuities and REITs.

ViewNow data is comprehensive, and includes balances, positions, and detailed transaction information. With this data at your fingertips, you will be able to offer better wealth management services by having on-demand access to your client’s total portfolio.


XportNow

BALANCE & POSITION EXPORT

$249 PER MONTH
(ONE-TIME SETUP $200)
 


BALANCE, POSITION & TRANSACTION EXPORT

$399 PER MONTH
(ONE-TIME SETUP $700)

For firms that want everything in ViewNow, as well as the export/integration of data with other software such as: Portfolio Management and Reporting Software, CRM, Financial Planning, Risk Alignment, Excel, and more. 

Manual entry of account information is eliminated with XportNow. An easy to use interface permits you to select clients and accounts you want included in our nightly or on-demand exports. You set the export parameters once, and XportNow does the rest to integrate account information with other systems you use to run your business.

  • Transaction Mapping and custom data translation
  • Security Master (portfolio management software exports only)
  • Fully automated integration or on demand exports of a common set of data files
  • Select  clients and/or institutions to be included in exports
  • Retrieve historical data files on demand

Inclues everything in ViewNow.