Wealth Aggregation
Get organized with a unique tool that enables you to consolidate your financial information at one secure location. Click here to access a demo of this powerful software.
Finances at Your Fingertips
With Wealth Aggregation, you can view your entire financial picture from a single point of access – a secure website that you can access from anywhere in the world. The Wealth Aggregation tool is a sure way to add simplicity and a new level of organization to your life.
With the Wealth Aggregation tool, you can monitor your overall financial picture including your investments, savings, checking, as well as many other assets, regardless of where they are held. These balances are updated daily, so you know exactly where you stand on any given day.
Virtual Storage
The Wealth Aggregation tool serves as a virtual vault, housing copies of wills and other important documents and records.
Select Account Access
You can grant read-only access for your advisors so they can view relevant documents or collaborate on your behalf.
Contact NexTier Wealth Management for more information about the Wealth Aggregation tool or any of NexTier’s Wealth Management products and services.
Wealth Aggregation login:
The Wealth Aggregation tool is a complimentary service to NexTier Wealth Management clients with $1 million or more under management. The Wealth Aggregation tool is offered to all others for an annual fee, subject to availability.
