Good software vendor for household account aggregation?
I'm a small independent RIA with clients at multiple custodians.
When it comes to billing I've been recording every account's daily balance in a spreadsheet and at quarter end I apply my fee percentage to the average daily balances over the past quarter. Often the households have accounts at multiple custodians.
This manual entry method is becoming tedious as I sign up more clients.
I've been searching for a software provider that can aggregate household account values on a daily basis.
I've seen several vendors and am unsure of who's good. A lot of these seem to be heavy in "CRM" applications, which I won't necessarily need. I'm mainly interested in aggregating client balances across custodians.
Any inputs are appreciated.