Why Advisor Exchange?
Quite simply, we deliver the most complete, dynamic and open account aggregation platform used by independent advisors and their clients.
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Advisor Testimonials
"The data aggregation between Advisor Exchange and PortfolioCenter has increased our office efficiency." Ramsey Bova, Moneywatch Advisors, Inc.
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Stay In Compliance
Stay in compliance with Rule 206(4) - 2, AKA "The Custody Rule"
SaaS Solution
No hardware to install; no software to download. Advisor Exchange is completely web-based.
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Dynamic Client Dashboard
Unlimited client access; unlimited ways to interact with your clients
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Your Data Is Secure
Multilayered, state-of-the-art technology is in place to ensure your client's account information is safe and secure.
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Who are we?
We are a group of technicians and industry experts devoted to delivering the most robust account aggregation solution available to advisors and their clients.
What Advisors Are Saying
the data entry time for putting together a plan is a fraction
of what it used to be with manual entry
I grew my AUM by over $15million in the first 90 days
The data aggregation between Advisor Exchange and
Portfolio Center has increased our office efficiency.
The Reconciler has enabled us to accurately report portfolio
holdings and transactions from over 70 different institutions
through one interface
The ability to manage all accounts, particularly 401(K) accounts,
has put us at an advantage to other advisors and helped
us to gain further credibility
