Financial Services · Advisory

Held-Away Account Aggregation Reminder

Encourage clients to link external accounts to the adviser's aggregation platform.

Apps this needs

Custodian / Account System Brokerage/custodian platform holding client assets — balances, account type, RMD data. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Identifies clients who haven't linked known held-away accounts via the aggregation platform.
  2. Sends a simple explanation of the benefit with a secure linking instruction.
  3. Confirms successful linking and notifies the adviser of the more complete household view.
  4. Sends a single follow-up if not completed, then stops the sequence.

Data sources

Account aggregation platform linking status

What it targets

  • Clients with all known accounts linked Target 60%