{"id":6402,"date":"2025-01-20T16:32:51","date_gmt":"2025-01-20T16:32:51","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/15-things-to-consider-when-shopping-for-account-aggregation\/"},"modified":"2025-01-20T16:33:08","modified_gmt":"2025-01-20T16:33:08","slug":"15-things-to-consider-when-shopping-for-account-aggregation","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/15-things-to-consider-when-shopping-for-account-aggregation\/","title":{"rendered":"15 Things to Consider When Shopping for Account Aggregation"},"content":{"rendered":"

Shopping for account aggregation can feel overwhelming.<\/strong><\/p>\n

There’s a lot to consider. What can you expect?\u00a0What should you ask about? What’s acceptable and what’s not? Dare we say, what do you deserve<\/em>?<\/p>\n

It’s important to think about these things. Some advisors fall into “aggregation aggravation” and\u00a0wind up feeling stuck with a system that’s too expensive, too complex, and a nightmare to use. We all know\u00a0the benefits<\/a> of good account aggregation make it worthwhile <\/span>to shop around for the right system for you.
\n<\/span><\/p>\n

Exploring your options doesn’t have to be an intimidating process. You just need to know what’s possible and what to ask. To help, we’ve decided to release the Evaluation Checklist (below) that until now was only available via the\u00a0Insider Secrets To Account Aggregation<\/a>.<\/p>\n

Use this one-page checklist to guide your research and conversations. It will help you minimize (or eliminate) the biggest account aggregation challenges – cost, complexity, and risk.<\/p>\n

To find out why 10,000+ users have chosen Blueleaf Account Aggregation, we welcome you to\u00a0contact us<\/a>\u00a0or get started on a Free 30-Day Trial<\/a>.<\/em><\/p>\n

Checklist:\u00a015 Things to Look For + 9 Red Flags<\/h3>\n

Click on the checklist to view it full-size!<\/p>\n

\"CHECKLIST_Evaluate_Account_Aggregation\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Shopping for account aggregation can feel overwhelming. There’s a lot to consider. What can you expect?\u00a0What should you ask about? What’s acceptable and what’s not? Dare we say, what do you deserve? It’s important to think about these things. Some advisors fall into “aggregation aggravation” and\u00a0wind up feeling stuck with a system that’s too expensive,…<\/p>\n","protected":false},"author":2,"featured_media":6404,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[25,26],"tags":[],"class_list":["post-6402","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product","category-technology"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6402","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=6402"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/6402\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/6404"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=6402"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=6402"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=6402"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}