Last Updated on July 20, 2020 by John Prendergast
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.
Checklist: 15 Things to Look For + 9 Red Flags
Click on the checklist to view it full-size!