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EISI set to facilitate advisors’ back-office activities  

Explains Antoinette Alexander in her Accounting Technology article "The Art of Aggregation", account aggregation has “become ingrained in the online banking and wealth management services offered by financial institutions.”

The more uncertain the economy, the more valuable account aggregation and the role of the financial advisor becomes to the investor. The ability for advisors to give clients a snapshot of their financial health and to recognize opportunities for the assets they manage and those held-away is so valued that top financial planning software developers like EISI have long been integrating their programs with data consolidation platforms.

EISI’s NaviPlan and Profiles software currently draw consolidated client and portfolio information from the Albridge database directly into the software.

“EISI is furthering its effort to assist advisors by partnering with Fidelity Investments to offer financial planning through a new Web-based wealth management platform dubbed Fidelity WealthCentral,” writes Alexander. “The platform is expected to be available late this year.”

Other plans at EISI include the release of a common interface for NaviPlan and Profiles that will further streamline back-office activities.

Read the full article at WebCPA.com.