Account aggregation

The FamilyWealthTM platform provides account aggregation technology that automatically pulls financial account information, such as account balances and holdings from all of your financial accounts, into our platform. Using aggregation, you can see all of your household assets, providing you with the best information available to make key decisions.

Your FamilyWealthTM adviser will have the ability to “look through” all of your assets, whether under our management or with other advisers or brokers. The FamilyWealthTM platform makes it easier for us to see how your entire household assets are invested. This allows us to evaluate areas that are over- or under-weighted so that your entire household portfolio can be aligned with your investment plan.

Why Choose Us?

The FamilyWealthTM Advisers platform provides investors with unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTM Advisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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