Aqumulate - INSART

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Aqumulate

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About

The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial portal where a client account is held and delivers this data into third party accounting and portfolio management systems, as well as CRM and financial planning tools.

Contacts

https://www.aqumulate.com/

sales@aqumulate.com

https://www.facebook.com/aqumulate

https://www.linkedin.com/company/aqumulate/

https://twitter.com/Aqumulate

Products / Services

Account Aggregation

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Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 7

Partnership: 0

Cheshire Wealth Manager

Analytics, Financial Planning

Cheshire is a leader in developing financial planning software for the wealth management industry. Their easy-to-use financial planning software and...

Integrations: 8

Partnership: 0

Money Tree

Analytics, Financial Planning, Investment Research

Money Tree Software was founded on a simple observation – advisors need the right tools to deliver the best financial...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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