Account Aggregation

 

 

Click to watch our Video Introduction to Account Aggregation

 

Account aggregation is a process that updates liabilities and investment account balances and holdings on a nightly basis. The updated account information is automatically uploaded into your financial plan and can be used to identify issues and service your needs proactively through advisor alerts and system generated recommendations.

 

With our aggregation system, your investment, banking, mortgage and even airline reward accounts can be viewed in a single browser window.

 

The key features of the Strategic Stewardship Aggregation system are:

 

  • The Vault - Provides a secure online document repository that stores all of your personal financial documents, such as wills, trusts, and financial plans
  • Holistic view - Gathers all of your accounts into one system, providing a comprehensive view of your portfolio
  • Modular Goal Planning - to fit your needs for education, retirement and expense planning
  • Alerts and alarms - Keeps Strategic Stewardship abreast of your financial situation allowing us to proactively address any issues that might arise due to market fluctuations or life changes
  • Asset allocation - Analyzes your assets, views include individual, aggregated, taxable and tax-deferred, which allows Strategic Stewardship to provide more effective advice
  • Collaboration capabilities - Allows Strategic Stewardship to interactively develop the financial plan proposal online with you. The user interface supports an iterative process to test numerous scenarios that you may desire and illustrates the impact on your financial future. Also allows for Alliance Partnerships with other professionals so they can collaborate in designated areas of your financial plan
  • Reporting - Delivers customized reports that include asset allocation, investment performance, stock options, cash flow, net worth analysis, estate observations, gifting analysis, and comparative analysis