Integrated Account Aggregation

From the mortgage on your home to the insurance policy that protects it and even the last check you wrote on your money market account - there’s an easier way to access and view your financial information so you can make more informed financial decisions.

Through us, you’ll have access to an innovative solution that organizes and manages your financial and family information in one secure and private online location. It covers:

  • Bank accounts
  • 401(k) plans
  • Mortgages
  • Insurance policies
  • Car loans
  • Mutual funds
  • Brokerage accounts

What's more, the tool is updated nightly with the latest information, so you can always be confident that you're looking at the most up-to-date data. And because it's secured in the cloud, you can check your finances anywhere and on any device.

Want to gain access to a system that’s only offered by a handful of financial professionals? If you want to learn how this can help you understand how your financial picture fits together, book a meeting and let’s talk.

Start Planning Now!