Comments on: Account Aggregation Vendors – A Quick Guide http://www.accountaggregation.com/account-aggregation-vendors-%e2%80%93-a-quick-guide/ The Total View is the first blog focused exclusively on financial Account Aggregation. Fri, 08 Oct 2010 16:04:50 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: John Luciano http://www.accountaggregation.com/account-aggregation-vendors-%e2%80%93-a-quick-guide/comment-page-1/#comment-124 John Luciano Thu, 29 Jul 2010 15:37:50 +0000 http://www.accountaggregation.com/?p=157#comment-124 Hey Andy, At Advisor Exchange we offer three services - TotalView ($150/month; unlimited clients and accounts), XportPro ($750 Implementation, $225/month; 1000 clients and unlimited accounts), Reconciler ($1,500 Implementation, $399/month; 500 clients and unlimited accounts). CashEdge charges $1,500/yr for unlimited clients and accounts. If you have three advisors in your office, then each advisor would have to purchase a license. CashEdge states on their order form that sharing of licenses is strictly prohibited. ByAllAccounts has a more complex pricing model that is based on the number of institutions where accounts are held as well as fees for each account that is aggregated from each institution. I hope that helps. Hey Andy,

At Advisor Exchange we offer three services – TotalView ($150/month; unlimited clients and accounts), XportPro ($750 Implementation, $225/month; 1000 clients and unlimited accounts), Reconciler ($1,500 Implementation, $399/month; 500 clients and unlimited accounts).

CashEdge charges $1,500/yr for unlimited clients and accounts. If you have three advisors in your office, then each advisor would have to purchase a license. CashEdge states on their order form that sharing of licenses is strictly prohibited.

ByAllAccounts has a more complex pricing model that is based on the number of institutions where accounts are held as well as fees for each account that is aggregated from each institution.

I hope that helps.

]]> By: Checklists for Professional Financial Advisors « The Advisor's Checklist for Success http://www.accountaggregation.com/account-aggregation-vendors-%e2%80%93-a-quick-guide/comment-page-1/#comment-88 Checklists for Professional Financial Advisors « The Advisor's Checklist for Success Mon, 14 Jun 2010 21:41:25 +0000 http://www.accountaggregation.com/?p=157#comment-88 [...] experience.  When I report to client, I use Albridge Wealth Reporting, and it takes the feed of outside accounts from Cash Edge.  Cash Edge can easily lose a feed from a client account.  If the client changes [...] [...] experience.  When I report to client, I use Albridge Wealth Reporting, and it takes the feed of outside accounts from Cash Edge.  Cash Edge can easily lose a feed from a client account.  If the client changes [...]

]]> By: Andy http://www.accountaggregation.com/account-aggregation-vendors-%e2%80%93-a-quick-guide/comment-page-1/#comment-66 Andy Mon, 03 May 2010 19:44:43 +0000 http://www.accountaggregation.com/?p=157#comment-66 Thanks for the overview John. Can you briefly describe any differences in cost or they way each player bills for their services? Is it just based on number of users? Thanks, Andy Thanks for the overview John. Can you briefly describe any differences in cost or they way each player bills for their services? Is it just based on number of users?

Thanks,
Andy

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