Aqumulate

Aqumulate is a web-based data provider that aggregates balance, position and transaction level detail from virtually any online portal where a client account is held and feeds this data into Redtail CRM on a nightly basis. With Aqumulate, you will have one feed to capture all your clients accounts including investment, retirement, banking, insurance, 529’s, annuities, REITs and other hard to reach assets, as well as mortgages, bills, and other liabilities. With this data at your fingertips inside Redtail CRM, you will see your client’s entire financial picture and have more time to spend building client relationships. Aqumulate’s technology is an efficient, time-saving solution that will allow you to expand the services you offer to clients and help take your practice to the next level.