See Your Clients Entire Financial Picture

Many advisors operate under the assumption that they manage most, if not all of their clients’ money. Statistics show, however, that this is usually not the case. A recent study shows that most clients only have 60% of their assets with their primary financial advisor. Even if your clients need to keep assets placed elsewhere for various reasons, having knowledge of these assets will allow you to give your client the best advice possible. Advisor Exchange combines all your clients’ financial information onto one easy to navigate screen, giving you a holistic view of their entire financial picture.

What is 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.

Security

All data within the Advisor Exchange dashboard is communicated using Public Key encryption (128-bit SSL). Without your consent, no one has the ability to access your personal information.

Portable Data

Advisor Exchange has interfaces with many of the leading technology applications in the industry. This creates a truly portable solution that allows you to maintain your independence

Latest News

Trade-PMR Selects Advisor Exchange

Glenview, IL (March 12, 2009) -- Advisor Exchange today announced anagreement to integrate its TotalView, the industry's premier accountaggregation solution, with Trade-PMR's proprietary eCustody AdvisorWorkstation.