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Get the Facts on Account Aggregation [Brochure]

  •  
In a recent survey, 86% of financial professionals said reporting on all a clients' assets is Extremely/Very important, up from 72% in 2010.
  • Spend less time on manual data entry and more servicing clients.
     
  • Increase revenue generation.
     
  • Get a holistic view of your clients’ financial holdings.

Morningstar
 

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