Link your client’s information from their financial accounts to your financial plan with the click of a button.
Get to know your clients better.
Make yourself the go-to trusted advisor. All your client’s accounts can be accessed in one place. Gain visibility to held away assets. Keep data up to date. You and your client can have confidence in knowing the financial plan you put together is comprehensive, up to date with the latest information, and accurate.
Onboarding clients can be a whole lot simpler.
Moneytree Software offers account aggregation to streamline and automate data and information gathering to bring on new clients faster and start planning sooner. Your clients can link their information from various financial accounts, and you can bring that information into their plan with the click of a button.
Less data entry. More client engagement.
You can use account aggregation to save time entering asset accounts, investments, liabilities, life insurance policies, etc. – and spend more time engaging and planning with your clients. Through Moneytree’s Account Aggregation tool, your clients can login to their financial institutions and pull the data right into their client portals and finish in minutes. Once connected, as account data changes, your plans will be updated too. And, if you need to modify or personalize the account descriptions in Moneytree, you can do so with confidence that you only have to make that change once – the system will remember what you did.
More insight = Better plans
With insight into your client’s broader financial picture, you’ll be able to use this data to create more comprehensive financial plans tailored to their 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.). What your client shares, you will see.
How does account aggregation work?
Getting clients started with account aggregation is simple!
- Activate account aggregation for your client’s portal
- Send a notification to get started
- Your client logs in and securely connects accounts
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!