Why Every Adviser Needs Market76
Traditional aggregation services cost $5 or more per account for the average adviser--not including reconciliation, reporting, and other requirements. Our services start at less than half of that, including full reconciliation and reporting, fees, compliance, or risk.
Professional advisers focus on advising, not managing their software. After initial setup, our platform automatically updates all holdings, accounts, and households with the latest market data so all you can get immediate access to the information you need. With data automatically reconciled to 99.99997% accuracy, you won’t need to manually review all of your accounts every time something happens.
Every custodian, every asset type, and every currency, all processed seamlessly into a single system.
All implementations include our comprehensive data aggregation and reconciliation. On top of that, you can add: