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Account Aggregation

AllBackoffice account aggregation makes it possible for financial advisors, fintech providers, and institutions to connect bank, insurance, investment and retirement accounts, liabilities, and more from more than 12,000 financial data sources. 

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A Complete Picture

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Aggregation API and Seamless Integrations

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With our account aggregation API and integrations with many of the most widely used software systems in the wealth management industry, AllBackoffice account aggregation fits an unlimited number of use cases and can be accessed in virtually any system you use to run your business.

Turn Insights Into Trust

Investors want an advisor who understands their financial priorities and helps to protect and grow their wealth. Advisors must demonstrate deep financial expertise, coupled with objective decision-making based on a complete understanding of a clients’ personal financial goals and entire financial profile.

 

Aggregation can help.

AllBackoffice account aggregation delivers a view of your client’s complete portfolio, updated daily. With the whole picture – including held-away assets and liabilities – you can offer better guidance, tailored to your client's personal goals and financial situation.

 

The insight gained from account aggregation enhances the value of your advice and helps you stand out in a competitive market.

Contact us for a demo or free trial

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