Solution introduction

A Complete Picture

AllBackoffice account aggregation makes it possible for financial advisors, FinTech providers, and institutions to connect bank, insurance, investment and retirement accounts, liabilities, and more from more than 12,000 financial data sources

Aggregation API and seamless integrations
With our account aggregation API and integrations with many of the most widely used software systems in the wealth management industry, AllBackoffice account aggregation fits an unlimited number of use cases and can be accessed in virtually any system you use to run your business.

 

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