Must-know details for everyone in the Financial Services Industry
Account aggregation technology.
There's a lot you want to know. How does it work? Could it help me? Are there tricks for using it?
You don't have to be in the dark. Grab a copy of this ultimate Lunchtime Reading and get an incredibly straightforward (and honest) breakdown:
What it is, How it works
Why advisors use it (detailed list on Page 4)
How to easily reduce the expense
How to avoid unnecessary complexity
BONUS: Get a 24-point checklist for “How To Evaluate Account Aggregation Systems” sent straight to you as a bonus.
Download your copy over to the right to get started!