Aqumulate
HQ Address
267 Sea Cliff Avenue, Suite 8, Sea Cliff, NY 11579, United States
Website Address
Business introduction
Unmatched Account Aggregation and Integration Insight. The Aqumulate Legacy
Expertise in Data Aggregation and Integration for Financial Services
Empowering Financial Advisors with Seamless Data Integration
At Aqumulate, we revolutionized financial data aggregation and software integrations. For over 16 years, our enterprise-level account aggregation software transformed how financial firms accessed and utilized client data. Think of the power of Mint.com and Plaid, but tailored for financial advisors.
Our mission was clear: provide comprehensive financial profiles of client accounts by aggregating data from over 12,000 banks and integrating seamlessly with essential financial management tools.
Aqumulate Solutions
ViewNow
Designed for firms: Interested in gaining a holistic view of their clients’ entire financial profile. Looking to deliver a simple, clean end-client user experience branded with their firm logo. That do not require an export of data into 3rd party software. ViewNow provides independent firms and wealth managers with a dynamic account aggregation technology......
business needs
view solutionXportNow
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......
