Account Aggregation and Total Family Wealth
Build a comprehensive view of family wealth by linking accounts and assets across family members. Clients can add assets or liabilities freely, even connecting their investment or banking accounts for automated valuations. With privacy controls, they have full control over how and with whom their information is shared.
Net Worth and Family Balance Sheet Reporting
A detailed net worth view of a client and their family's assets and liabilities, supporting intergenerational decision-making..
Property Tracking
Clients can add their properties, linked to land registry data and property indices for automated montly valuations.
Track Held-Away Assets
Account aggregation features allow your clients to connect their online accounts for their held-away assets such as investments or auto-enrolment pensions.
Open Banking Integration
Leverage the power of Open Banking to securely access and integrate banking data, delivering automated income and spending analysis.
Privacy Controls
Your clients can decide who to share their data with by setting their own privacy controls.
Get in Touch
We understand you to make sure everything aligns with your needs.
So first, book a free, personalised demo with one of our team to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.