I am now using account aggregation technology to allow clients (free of charge) to easily and securely provide me with up to date financial information regardless of where their accounts are held.

The interface talks to my planning software to allow for more precise planning inputs and less manual effort (for me or you!).

If you are interested in utilizing this technology as we collaborate together on your financial plan, check out the details in this user guide.

Shoot me an e-mail and I can hook you up!