A holistic view of your clients’ entire financial profile

TotalView provides independent financial advisors and wealth managers with a dynamic account aggregation technology designed to give you a comprehensive view of your client’s total portfolio including assets that are held-away.

TotalView data is comprehensive, and includes summary balances, positions, and detailed transaction information. With this data at your fingertips, you will be able to offer better wealth management services by having on-demand access to your client’s total portfolio.

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.

With TotalView you will have insight into:

• Which clients have “excess” cash in low yielding bank accounts
• When a cash payment or dispersal hits a client bank account
• Your clients true asset allocation by incorporating accounts you don’t manage
• How your clients self-managed accounts are performing, relative to those you manage
• Which clients are suitable for new products and services

Your firm can also see an immediate benefit when you consider the value a holistic view of client accounts will give you.

• Increase assets by converting aggregated accounts to managed accounts
• Increase revenue by charging an “advisory” fee on non-managed aggregated accounts
• Increase client referrals because of better planning and service based on a client’s complete financial picture
• Increase client retention by mitigating the risk of losing clients to a competitor offering a similar service