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Aqumulate

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.

Website

https://www.aqumulate.com/

Contacts

sales@aqumulate.com

https://www.facebook.com/aqumulate

https://www.linkedin.com/company/aqumulate/

https://twitter.com/Aqumulate

Aqumulate
  • Account Aggregation
Aqumulate

Companies that integrate with Aqumulate

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Cheshire Wealth Manager
Cheshire Wealth Manager
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.
#Financial Planning #Analytics
Money Tree
Money Tree
Money Tree Software offers professional financial planning solutions for advisors.
#Financial Planning #Analytics #Investment Research
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Investment Research #Retirement Planning #Portfolio Management #Risk Management #Portfolio Reporting #Tax Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM

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Aqumulate

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