Account Aggregation

Through our technology partner, Morningstar Office we offer you the ability to aggregate your accounts from multiple sources into a single, secure system.  You can then view and analyze this aggregated portfolio and see your exact net worth on a daily basis.  This aggregation includes both asset and liability accounts, so you can gain a complete and up-to-date picture of your wealth.

The types of accounts you can aggregate in the Finance Logix system include:

Asset Accounts

  • Investment Accounts (Pershing, RBC, etc.)

  • Managed Money Accounts

  • Direct Mutual Fund and Variable Annuity Accounts

  • Bank Accounts

  • Alternative Investments

  • Insurance

Liability Accounts

  • Mortgages

  • Car loans

  • Credit Cards

  • Bill Pay

In addition to aggregating your accounts, Finance Logix allows your financial advisor to manage your wealth on a more holistic basis, whether your advisor is running financial plans, investment proposals, or simply analyzing your assets.

Aggregated Data
Morningstar Office

Alternative Investments

SMA Accounts

Investment Accounts


Bank Accounts


Estate Planning

Aggregated Data

Retirement Income Planning

Cash Flow Analysis

Risk Tolerance Analysis

Financial Planning

Clearing and custody through:

Pershing, LLC, a subsidiary of
Member New York Stock Exchange, FINRA, SIPC
Introduction to Pershing LLC, member FINRA, NYSE, SIPC, with respect to clearing for Everest Capital Partners is provided through
Bolton Global Capital, Inc. Member FINRA, SIPC
579 Main St. Bolton, MA 01740 978-779-5361

Organization Regulated and Supervised by the
Superintendence of Capital Markets of the Republic of Panama. 
License to operate as an Investment Advisor. Res. 

349-2013 DMJ CAPITAL PARTNERS INTERNATIONAL INC. (Now Everest Capital Partners International Inc)
350-2013 DMJ CAPITAL PARTNERS PANAMA INC. (Now Everest Capital Partners Panama Inc)

Everest Capital Partners © 2016. All Rights Reserved. EV10001