Investments- Account Aggregation Software [5]

Advent Custodial Data (ACD)
Advent Software
www.advent.com/solutions/by-product/acd
800-685-7688

While not a true account aggregation product, ACD will download transactions from a number of custodians. If you are an advisor and have client accounts at more than one custodian, ACD will allow you to download all the account transactions into your Advent Axys or APX portfolio management software.

AllData Advisor
Cash Edge
www.cashedge.com/products-financial-information-alldata.php 
Email: sales@cashedge.com
212-478-6026

ByAllAccounts
www.byallaccounts.com/index.php/products/custodial-integrator
Blog: http://www.byallaccounts.com/blog/
Email: sales@byallaccounts.com
781-376-0801 (Option 2)

From BAA website: ByAllAccounts provides a unique combination of transaction detail, data quality, and custodian coverage specifically required for the professional wealth management market. Our exclusive focus is on gathering, enhancing, and delivering quality detailed daily portfolio data that is ready for reconciliation enabling you to be a true wealth advisor.

Personal Assistant
Pageonce
www.pageonce.com
Email: sales@pageonce.com

PA allows you to aggregate all personal financial information on your smartphone.

TotalView and TotalView XportPro
Advisor Exchange
www.advisorexchange.com
888-623-7189 (option 1)

From AE website: TotalView provides independent financial advisors and wealth managers with a dynamic account aggregation technology designed to give you a comprehensive view of your client’s total portfolio including assets that are held-away.

TotalView XportPro is a cutting-edge solution that exports your clients’ aggregated data into various third party applications that you use to run your business. Whether you need data pushed into rebalancing tools, financial planning software, CRM or spreadsheets, TotalView XportPro is an efficient, time-saving solution that will take your practice to the next level.

TotalView XportPro normalizes and enhances your clients’ data to a common format, and then feeds the data into the third party applications that you have deployed in your office. An easy to use interface permits you to select which clients and accounts you want included in our nightly or on-demand exports. You set the export parameters once, and TotalView XportPro does the rest. With this infrastructure in place you will have more time to spend working directly with clients.