“Clients want to see their complete financial life in one place,” said Darren Tedesco, managing principal, innovation and strategy, at Commonwealth, in a statement. “Investor360° provides that information — updated daily — for both advisor-managed and held-away assets, along with performance data, a document vault and paperless statements, and secured messaging via the advisor’s website or smartphone app.” Other advantages of the updated account aggregator include: more reliable connections between Investor360° and outside accounts; new functionality that allows clients to manually enter assets and thus boosts advisor scale and efficiency; faster turnaround times when adding links to new institutions where accounts are held; a new “prepare account” feature for advisors to preload specific institutions that clients can refer to when adding credentials; and the ability to customize names of linked accounts.

http://www.thinkadvisor.com/2017/09/05/commonwealth-financial-boosts-account-aggregation?ref=rss&slreturn=1504817212