Account Aggregation Websites
eWise: Leader in Personal Financial Management & Account Aggregation
Improve customer relationships. Generate more revenue through comprehensive customer financial data.
22,543,615
$
8.95
Account Aggregation| Data Aggregation | By All Accounts
Use account aggregation and data aggregation from Byallaccounts to eliminate manual data entry on retirement accounts, 401K and other held away assets. Financial professionals can bill on held away assets, save time and increase revenue potential.
Not Applicable
$
8.95
Quovo
Quovo empowers sophisticated investors with Big Data tools ranging from portfolio aggregation to sophisticated analytics. Get actionable insights into your portfolio, without the cost or difficulty of traditional portfolio management software.
Not Applicable
$
8.95
TodayForward
The Official Blog of TodayForward - The Simple Way to Plan, Manage, and Organize Your Money.
10,090,516
$
240.00
Finance Logix - Financial Planning and Client Engagement Platform
Finance Logix® is a financial planning software that combines the latest technologies with easy to use financial planning tools to help you grow your business, enhance the services you provide your clients all while enabling you to spend less time constructing plans and more time implementing them. Take advantage of ou
1,694,209
$
720.00
Nubase Technologies Inc. Welcome to our Web site!
Nubase works collaboratively with the financial services firms in providing business process improvements and technological solutions to enable their various initiatives. We offer a wide range of tools, pre-packaged products and services to assist in clients' transition projects. We combine our formidable base of focus
Not Applicable
$
8.95
