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Account Aggregation


As part of the financial account management process, we provide online access.

  • In addition to account data access we also provide access to WealthVision which provides online data access to your accounts with Strategic Asset Services and also to additional financial accounts if you want to link these in.
  • In concept, WealthVision is an "online aggregator" for financial information and later financial planning projections, if applicable.
  • Other financial data sources could include retirement accounts, bank accounts, college savings, insurance, etc. We provide this system for your use and we can assist if you want to build this up.

Our team has worked with this system for almost ten years. We believe that aggregating financial data online for your periodic access has many benefits and we believe this is one part of the future of for personal financial data access.

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