Account Aggregation

Overview

Account Aggregation provides consolidation of all client financial information into a single interface. In today’s busy world, this service allows financial complexities to become more manageable for our discerning clients.

At Excelsia, we find that account aggregation is more than simply consolidating accounts. We have discovered a number of additional client benefits:

• Our clients are free to select from a wider variety of custodians thus stimulating a more competitive environment. We have the edge.
• Our clients easily monitor results across multiple accounts in a clear consistent format. Comparisons become logical and easy to understand.
• Our clients benefit from the ability to seek additional services and pricing away from the primary custodian. Their custodians have to work for their business.

We are happy to discuss in detail a description of our account aggregation capabilities. Please contact us directly for account requirements.