Financial Planner

Helping financial planners improve efficiency and workflow

As a financial planner we recognize that you import account level data into the software / tools that you rely on for reporting.  Your current process may be manual and it may not be picking up all the accounts or they may not translate well.  By partnering with leading systems we have integrated our account aggregation offering within a familiar workflow that you already know, trust and use every day:

• Portfolio management systems
• CRM
• Financial planning

How it Works.
We automate the electronic gathering and normalization of your account-level data from any custodian and translate it into the format suited for the needs of your specific platform.  Our automated data gathering will improve your back-office efficiency, reduce the cost of operations and help you make more effective financial plans. 

Not sure if we fit with your current platform?  Contact us to find out more.