15 Things to Consider When Shopping for Account Aggregation

Shopping for account aggregation can feel overwhelming.

There’s a lot to consider. What can you expect? What should you ask about? What’s acceptable and what’s not? Dare we say, what do you deserve?

It’s important to think about these things. Some advisors fall into “aggregation aggravation” and wind up feeling stuck with a system that’s too expensive, too complex, and a nightmare to use. We all know the benefits of good account aggregation make it worthwhile to shop around for the right system for you.

Exploring your options doesn’t have to be an intimidating process. You just need to know what’s possible and what to ask. To help, we’ve decided to release the Evaluation Checklist (below) that until now was only available via the Insider Secrets To Account Aggregation.

Use this one-page checklist to guide your research and conversations. It will help you minimize (or eliminate) the biggest account aggregation challenges – cost, complexity, and risk.

To find out why 10,000+ users have chosen Blueleaf Account Aggregation, we welcome you to contact us or get started on a Free 30-Day Trial.

Checklist: 15 Things to Look For + 9 Red Flags

Click on the checklist to view it full-size!

CHECKLIST_Evaluate_Account_Aggregation

Carolyn McRae Carolyn is Blueleaf’s in-house marketing guru. She writes on The Blueleaf Blog to make advisors’ lives easier, offering practice management and client engagement tips where and when they’re useful. Outside of the Blueleaf offices, she can be found running a 10k or cooking her famous chili. Chat LIVE with Carolyn on Twitter @BlueleafAdvisor!