All your financial information – in one secure place
Easily store, view and manage your financial life with a comprehensive, secure platform. From account aggregation to document storage, you have convenient access to the information that matters most.
Account aggregation
Account aggregation is the process of collecting and consolidating information from multiple financial accounts, such as bank accounts, credit cards, loans and investments into a single view. This feature is available through Client Access and allows clients to connect to thousands of outside institutions to automate the capture of outside assets and liabilities.
Benefits of account aggregation
Minimize number of accounts: Easily access financial data from a range of sources without having to sign into multiple accounts.
Automated process with live data: Transaction data is automatically updated, saving time and effort.
Reliability: Direct connections with online banking systems ensure that clients can see all their data whenever they log in.
Optimize wealth management: Provides a complete view of a client's financial life with meaningful insights for all relevant accounts.
