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| Aqumulate LLC |
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Overview:
9,000 financial portals
Knowing what we can aggregate is the first step in determining if we are a good fit. Aqumulate aggregates data from virtually any financial institution where you or your client have online access. This wide coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs and hard to reach assets, as well as the mortgatge, loans, bills, and other liabilities.
For You and Your Client
Aqumulate provides a consolidated view of accounts for you and your clients. We brand the client facing dashboard with your firm logo and provide you with a custom url that can be placed on your website.
Integrated and Efficient
Manual data collection is full of potential problems, is not scalable, and is labor intensive. Aqumulate automatically collects and updates data nightly from thousands of financial institutions where your clients accounts are held.
Aqumulate is integrated with some of the most widely used software systems in the industry. Redtail CRM, Schwab PortfolioCenter, Junxure, Ebix SmartOffice, Salesforce.com, MoneyGuidePro, Money Tree Software, and more.
Our integrations greatly reduce the amount of time you spend manually collecting and entering account information into the various tools you use to run your business.
Efficient data management translates into improved operational efficiency and increased productivity at your firm.
Privacy and Security
Protecting our clients’ privacy and safeguarding their personal information is of utmost importance to us. In order to fulfill this commitment, we have developed a series of policies and practices that govern the protection and use of private information. We utilize state-of-the-art technologies and maintain current security standards and physical, electronic or procedural safeguards to ensure that personal and financial information is protected against unauthorized access or disclosure and inappropriate alteration or misuse. The core tenant of our policies and practices is that you and your clients control how information is used and who has access to it.
Passwords and User IDs: User IDs can be searched by our support team, but no one at Aqumulate can access passwords. Therefore, if you or your client forgets their Aqumulate password, a new one must be created. We have no way of deciphering what the forgotten password was.
Financial Institution Account Numbers and Account Passwords: Financial institution account numbers and account passwords are kept private in a secure encrypted format and are not unscrambled during updating. This occurs in much the same way as when you use your bank’s client card in another financial institution’s bank machine. Your passwords are encrypted end-to-end and no one gets access to them. When you or your client inputs Account Numbers and Account Passwords into our system, it is as if they were placed in a secured lock box. The key to this lock box is a piece of data that only you or your client knows. Therefore, if you or your client forgets that piece of data, the Account Numbers and Account Passwords must be re-entered. There is no permanent or long terms physical archive of these credentials. No employee of Aqumulate can view or retrieve financial institution passwords. |
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