Includes everything in ViewNow.

Designed for firms:

• That want to eliminate manual entry of account information into 3rd party systems such as CRM, financial planning, portfolio management software.

Capturing clients’ data automatically through aggregation is a critical first step accomplished with Aqumulate's ViewNow service, but many advisors subsequently use the data in both internal and external (i.e. 3rd party) software systems. In the past, that often meant entering the data manually. As you may know from your own painful experience, manual data entry is a time-consuming, error-prone process to be avoided whenever possible.

Manual entry of account information is eliminated with XportNow, a solution that enhances and exports aggregated data into a variety of third-party applications such as CRM, portfolio management software, financial planning software, spreadsheets, custom in-house solutions.

An easy to use interface permits you to select clients and accounts you want included in our nightly or on-demand exports. You set the export parameters once, and XportNow does the rest. With this infrastructure in place you will have more time to spend working directly with clients.