Aqumulate Information

The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial portal where a client account is held and delivers this data into third party accounting and portfolio management systems, as well as CRM and financial planning tools. With Aqumulate, you have one feed to capture and view all your clients accounts including investment, retirement, banking, insurance, 529’s, annuities, REITs and other hard to reach assets, as well as liabilities. Aqumulate is laser-focused on delivering reliable data aggregation. We leave the performance reporting, planning and budgeting up to our integration partners. This open approach to data and integration allows you to pick best-of-breed solutions that work best for your practice and eliminates the issues that arise when your account aggregation provider delivers a feature that overlap and bumps into your other software.