Do you need account aggregation? [Assess yourself now]

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Thursday, September 11th, 2014

Why should you use automated account aggregation?  After all, according to the idiom – “if it ain’t broke, don’t fix it”

If you receive consolidated client reports for review meetings, you may not realize how many hours went into preparing them, time that could have been re-allocated to higher value-add activities.  How will you scale without adding operations heads, as the firm adds new clients in 2015?

Knowing when the right time is to add automated account aggregation isn’t always easy.  It depends on your business model: the number of accounts you want to aggregate, the number of custodians, and more.

Is now the right time to add automated collection, normalization and delivery of account information?  Take a quick assessment and find out.


Read an earlier blog: How many accounts are enough to justify cost effective aggregation?

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