Data Aggregation – Hurricane Advisor Solutions

Data Aggregation

At Hurricane Advisor Solutions, we believe every financial decision is stronger when it’s made from a complete, accurate picture of a client’s wealth. Our Data Aggregation capability consolidates all assets—both managed and held-away—into a single, unified balance sheet, giving advisors and clients a 360° view of their financial life.

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A Complete Wealth Picture

Our aggregation tools securely connect to outside custodians, banks, and investment platforms to pull in real-time account values and transaction data. This ensures that advisors can see beyond just the assets they directly manage and build more comprehensive, informed strategies.

With Data Aggregation, you can:

Consolidate Held-Away Accounts
Bring in 401(k)s, IRAs, brokerage accounts, and more—regardless of where they’re held.
Integrate Outside Custodians
Streamline data feeds from multiple custodians into one platform.
Create a Single Balance Sheet
View all client assets and liabilities in one organized, up-to-date statement.
Support Holistic Planning
Use complete asset data to power more accurate financial plans and risk assessments.

The Advantage for Advisors

Comprehensive Insight – Make better recommendations with visibility into all of a client’s accounts, not just those you manage.
Improved Planning Accuracy – Incorporate all assets and liabilities for precise forecasting and cash flow modeling.
Stronger Client Relationships – Demonstrate a full understanding of your client’s financial life, building trust and deepening engagement.

By bringing all financial accounts—managed or otherwise—into one secure, centralized view, Hurricane Advisor Solutions equips advisors with the data they need to deliver truly holistic, value-driven advice.