Onboarding clients can be a whole lot simpler.
Account Aggregation streamlines and automates the information-gathering process, which means you can onboard your clients faster and start their planning sooner.
Less data entry. More client engagement.
Without cumbersome data entry holding you back, you can spend more time engaging with your clients to become the trusted advisor they need.
More insight = Better plans
By seeing your client’s entire financial picture, you’ll be able to create more comprehensive financial plans tailored to their unique scenario. You will have visibility into retail accounts (checking, savings, etc.), liabilities (credit cards, etc.), investments (individual, retirement, 529s, etc.), and insurance (home, auto, life, disability, etc.).
Spend less time with data entry
$395 per year, per advisor
You can focus on building relationships instead of entering data. Ask for account aggregation to be activated on your Moneytree Plan license today.
See a Preview of Account Aggregation
You can talk to a Moneytree consultant and see account aggregation in action!