Account

Aggregation

Giving your contacts the option to keep all their accounts in one place gives your customers piece of mind that your recommendations and advice is accurate and reflects their personal situations.

 

Our Features

Everything in One Place

Bank Accounts

Credit Cards

Insurance Policies

Loans

Subscriptions

Investment Accounts

Annuities

Personal Belongings

Real Estate

Providing You Reliable Uploads, Downloads, & Backups

There Are Links Built With Over 20,000 Providers

We Make Security & Privacy One of Our Top Priorities

F.A.Q.

Frequently Asked Questions

Can I add all my accounts at once?

If you have multiple clients with the same institution then we do provide the ability to bring in multiple accounts for multiple contacts with a single login and password.

How many providers do you have links with currently?

Currently there are over 20,000 providers that links have been setup with at this time.

I have my account aggregation somewhere else so how does that work?

No worries we will help you transition over. Remember we aren’t just providing information to your contact base but an intereactive social experience that your clients will rave about going forward.

How save is my data?

Your data is housed in the safe and secure data storage owned and operated by Amazon Web Services.

Are my accounts automatically viewed by my advisor?

The owner of the account is going to have the right to permission who sees their account. If a client doesn’t want an advisor to view their account they are given the ability to cut that permission off at anytime.

What makes your service different?

Our software was built by the individuals that spent many years identifing where the industry was missing the mark. With that knowledge we built a solution that doesn’t just help you run your business but is a self-organic referral engine.

What They’re Saying

Customer Testimonials

This software solution nailed it. They have generated over 3 times my gross sales just from referrals. My clients can’t get enough of this software and love to engage with it.

Marcie Mays

CFO, Fortune 500 Company

Having used multiple systems in the past it wasn’t hard to see where WealthDrive seperated themselves from the pack. Truly a breathe of fresh air.

Dan Greene

IT Director, Monarch Inc.

¬†Little did we know that this technology stack didn’t just level the playing field with the Wall Street firms, but tilted the advantage considerably in our favor.

Jack Davis

CEO, All Weather Financial Planners

There is no time like the present!

Get In Touch

12 + 5 =