Get a Clear View of Holdings
A Wealth of Investment Insights
Enable more holistic financial planning and advice with a consolidated view of active investments like stocks, bonds, mutual funds, 401(k)s, 529s and HSAs. Drill down to see the details on individual holdings with just a few clicks.
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Key Benefits
With the most accurate, clearest view of investors' portfolios, financial advisors are optimally positioned to deliver the best and most strategic financial planning and advice.
Holistic Picture
Access to over 17,000 global financial data sites eliminates blind spots in investors' portfolios.
Streamlined Customer Onboarding
Linking investment accounts for a consolidated view is simple and seamless with FastLink for Data Aggregation.
Intelligent Insights
The most comprehensive and accurate data powers more accurate projections and more informed advice and recommendations.
Detailed Asset Views
Individual holdings can be viewed by sector or asset class for easy analysis of risk/return data.
Wide Range of Account Types
Since every portfolio varies, we connect to multiple account types, including brokerage, retirement, and custodial.
Reconciliation Services
Our market leading reconciliation accuracy beats the market by a minimum of 15%.
Knowledge and Know-How
Explore the many uses and benefits of aggregated investment data with a wide range of eBooks, white papers, webinars, and more.
Whitepaper
Using Aggregation and Reconciliation to Boost Revenue
Reconciliation shows advisors what's happening in their investors’ portfolios, while aggregation enables a true holistic picture. Find out how to combine these two to increase your competitive position.