If you’ve been considering account aggregation for your advisory practice now is the time to move forward and purchase a solution. Banks and Credit Unions are implementing Aggregation/PFM (Personal Financial Manager) solutions, while at least one startup with a million users and $10M in funding brings a sleek smartphone solution to the market.
Why is this important for your practice? Account aggregation is a first to market solution. The first advisor, wealth manager or planner to offer this service to their client wins. By its nature, account aggregation is not a solution your client will sign up for twice. Doing that would simply defeat the purpose of having all their financial accounts in one place. Be the first to market this service to your clients, while at the same time adding an efficient solution to your firm.
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