Financial Advisor Aggregation Benefits

June 12, 2018

In this video, we’ll explain the benefits of aggregation to financial advisors. Encouraging clients to aggregate held-away accounts can be beneficial for both financial advisors and their clients.

Financial Advisor Aggregation Benefits

FinApps - Consumer Audience

Account Summary FinApp - Consumer Audience

Financial Health Check FinApp - Consumer Audience

Budgets FinApp - Consumer Audience

Investment Holdings FinApp - Consumer Audience

Link Accounts FinApp - Consumer Audience

Financial Forecast FinApp - Consumer Audience

Expense and Income Analysis FinApp - Consumer Audience

Save for a Goal FinApp - Consumer Audience

Transactions FinApp - Consumer Audience

Aggregation Overview

Consumer Aggregation Benefits

Account Aggregation Overview