FamilyOfficeNetwork®’s Total Account Aggregation™ is one-stop access to all of your clients Financial Accounts, Trusts, Quarterly Reports, Credit Card Statements and Tax Returns.  This ground-breaking feature provides a comprehensive view of all client account information in our easy-to-use Internet portal.
 
Total Aggregation™ is made possible as a result of an alliance between Advisor Exchange, LLC and FamilyOfficeNetwork®.  Offering clients access to all current account details, Total Aggregation™ combines the unique web-based elements of Advisor Exchange, LLC and the file sharing, communication, and organizational tools of FamilyOfficeNetwork®.  The result is up-to-date, one-stop access to virtually all client account information.
 
Integrating the two technology solutions creates an inclusive package that is unrivaled in cost, efficiency, ease of use, and compatibility with other programs currently used in your office.