Advisors are using Intelligent Aggregation to fuel growth and generate new annual revenue.

In a recent survey, advisors using Wealth Access said they convert 65% of held-away assets into managed assets when they bring them onto the Intelligent Aggregation platform. Download our white paper to understand how advisors are improving the quality of their investment advice and acquiring additional assets, and how you can put Intelligent Aggregation to work for your firm.

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Advisors are using Intelligent Aggregation to fuel growth and generate new annual revenue.

In a recent survey, advisors using Wealth Access said they convert 65% of held-away assets into managed assets when they bring them onto the Intelligent Aggregation platform. Download our white paper to understand how advisors are improving the quality of their investment advice and acquiring additional assets, and how you can put Intelligent Aggregation to work for your firm.

GET YOUR COPY
    Follow this link to access Privacy Policy

Aggregation Benefits

Intelligent Aggregation gives clients a holistic view into their wealth in an easy to grasp format. Advisors get an automated, aggregated and integrated view of a client’s entire financial situation which leads to better advice and recommendations.

Award-Winning Client Portal

The Intelligent Aggregation platform is an industry leading, modular client portal powered by best-in-class multi-tiered aggregation, advanced client reporting, and dynamic mobile access.

The Research Says It All

Based on 16,000 client inputs, over $4.8 billion in “held away” assets were aggregated through Intelligent Aggregation, and a total of $3.1 billion became incremental, new assets now under advisor management.

RICHARD ARCHER

FOUNDER, ARCHER INVESTMENT MANAGEMENT

“Wealth Access provides the most powerful aggregation tool I have found out there and will be a tremendous help in facilitating our financial planning process.”

RICHARD ARCHER

FOUNDER, ARCHER INVESTMENT MANAGEMENT

“Wealth Access provides the most powerful aggregation tool I have found out there and will be a tremendous help in facilitating our financial planning process.”

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