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Offering account aggregation is an effective way to add value to your client relationships, deliver better service, and set your firm apart from the competition. It provides a window into your clients’ overall finances by gathering data across financial and custodial accounts; as well as, checking and savings, retirement plans, college savings plans, and even credit cards, mortgages, and other loans. This data is then presented to you and your clients in a comprehensive, convenient online view. Account aggregation helps provide more holistic guidance across all aspects of clients’ financial lives, not just on the accounts for which you are the advisor of record.

Clients may view this capability as a differentiator. According to a...

How financial advisors can improve the quantity and quality of their website traffic

As an independent financial advisor, you know that competition is stiff. There is no shortage of options out there for anyone looking for financial advice. And with the personal financial advisor group expected to grow at an above-average pace of 15% between 2018 and 2024,* the race to win and...

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The benefits of account aggregation – How to choose the right tool for your firm

More and more independent financial advisors have started using account aggregation tools. Account aggregation software automatically gathers information from your clients’ accounts at different financial institutions and presents it along with custodied assets on a consolidated platform...

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