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 designed to give you a comprehensive view of your client’s total portfolio including assets that are held-away.

ViewNow uses both client and advisor portals to aggregate data from over 11,000 financial website URLs, including investment, retirement, banking, mortgage, loans, credit card and bill information, as well as hard-to-access assets, such as life insurance, 401ks, annuities and REITs.

ViewNow data is comprehensive, and includes summary balances, positions, and detailed transaction information. With this data at your fingertips, you will be able to offer better wealth management services by having on-demand access to your client’s total portfolio.

Your clients trust you to help them with some of the most important decisions they will make in their lives. You owe it to them to make sure that you give them the best advice possible. The only way you can do this is to provide them with a financial course that takes into consideration their entire financial picture – including assets that are held elsewhere and other financial obligations your client may have.