INTEGRATION RELATIONSHIPS
Advisor Exchange delivers the most powerful account aggregation solution available to financial advisors. We aggregate data from over 10,000 financial institutions, allowing you to provide clients a financial course that takes into account their entire financial picture. Once client data is aggregated, Advisor Exchange can export this data into virtually any technology you use to run your office giving you and your staff more time to spend directly with your clients.
Call today at 516-801-4931
Member Integrations
| CRM / OFFICE MANAGEMENT | INTEGRATIONS |
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| PORTFOLIO MANAGEMENT, REPORTING, AND BACK OFFICE |
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| FINANCIAL PLANNING | INTEGRATIONS |
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