In this video, we examine how to bring financial data into Conquest through our account aggregation feature. This is covered through two methods: one where an advisor has already shared a client’s financial plan with them that they can access through the Client Portal, and another where a new client is invited by their advisor to enter their financial information for the first time. The external account aggregation feature enables users to sync account information accurately and effortlessly into the Conquest application to simplify their financial planning journey.
