Aggregation for Broker Dealers
Why Account Aggregation?
Today, investors need clear guidance navigating uncertain financial markets. And broker/dealer affiliated advisors need new ways to differentiate themselves and deliver value-added service. Account aggregation can help on both counts. It gives your advisors a complete financial picture of their clients, including assets 'held away' in banking, brokerage, insurance and retirement accounts, as well as managed assets at leading custodians and major lenders. Providing your advisors with a big picture of their clients' assets and liabilities helps you:
- Recruit high producers
- Help increase total assets under management
- Increase client and account retention
- Add significant value to software already offered to advisors
- Increase up-sell and cross-sell opportunities for your reps
As the industry’s premier account aggregation service, we are dedicated exclusively to the success of financial advisors. Providing you with the tools and support your advisors need to succeed, including:
- Complete integration with your in-house advisor software offerings
- Compelling adoption programs to drive awareness, adoption and usage
- An expert team of advisor consultants working closely with every broker/dealer to guide advisors through marketing, recruitment, training and on-boarding
- Holistic Financial View – Provides access to a holistic view of a client’s financial picture, creating the opportunity to provide superior financial guidance and increase assets under management.
- Widest & Deepest Aggregation Coverage – Offers easy consolidation of account information including banking, investment, retirement, insurance, credit card, mortgages and annuities from over 10,000 sources—without dealing with duplicate client statements.
- Unmatched Security – Leverages the same technology that is used by the world’s leading financial institutions to safeguard internet banking portals, so advisors and clients can be sure their data is protected.
- Reliable Data – Supplies detailed and accurate data on investment positions and transaction information that is updated daily and that advisors can count on.
- Easy Access to Institutional Custodians – Aggregates an advisor’s entire book of business from an advisor portal, including leading custodians, mutual fund complexes, annuity and insurance product providers.
- Simple Investor Set-Up – Enables fast and simple account setup with a positive experience for investors and advisors.
- Integrated with Leading Advisor Applications – Integrates with leading wealth management platforms, including Albridge, eMoney Advisor, MoneyGuidePro and others.