Account Aggregation
TradePMR has partnered with Advisor Exchange to integrate its TotalView Account
Aggregation into our eCustody Advisor Workstation. This gives you an unparalleled
view of your clients' assests allowing you to better serve your customer.
What is Account Aggregation?
Account Aggregation compiles your clients' personal account information, including
investment, retirement, insurance, annuities, banking, mortgage, loans, credit cards
and bill information, into one place.
Benefits
Your clients trust you to help them with some of the most important decisions they
will make in their lives. You owe it to them to make sure that you give them the
best advice possible. The only way you can do this is to provide them with a financial
course that takes into consideration their entire financial picture – including
assets that are held elsewhere and other financial obligations your client may have.
For more information, visit
www.advisorexchange.com.