Data Consolidator







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JPMorgan Data Consolidator provides you with a secure source of aggregated account data from multiple institutions. This web-based service saves you time by consolidating all of your trust, custody and cash account information, across institutions and exporting it into Microsoft® Excel and other reporting formats. With JPMorgan Data Consolidator, you can access this data, consolidate it, and transfer it directly to your PC and into Microsoft Excel.

Unlike the traditional process for consolidating financial data, JPMorgan Data Consolidator eliminates the need to manually re-key financial information by automating the entire process of data aggregation. This reduces costly errors, operating inefficiencies, and job dissatisfaction. Financial transaction activity reports can literally be generated with a few clicks of your mouse button—in a few minutes.

Recently, screen scraping has gained popularity as a method for performing data aggregation. One drawback to screen scraping is that it requires users to disclose their confidential usernames and passwords for all of their accounts before aggregation can take place. Unfortunately, when third parties know your user login and account passwords, there is an increased risk of having unauthorized transactions on your account. Another concern with screen scraping is that screen scraping is often performed without the knowledge or authorization of your bank. This introduces questions about data quality.

JPMorgan Data Consolidator does not require you to disclose the user names or passwords of your accounts. The service obtains authorized information feeds directly from your banks thereby providing higher quality data and security. In addition, it is easy to start realizing the timesaving benefits of JPMorgan Data Consolidator now. All you need is access to the Internet through a web browser. We advise that you start by looking at the product demo to familiarize yourself with basic capability. It only takes a few minutes. After you have viewed the demo and start using the service, you can see that the intuitive user interface is organized so that if you have ever used Microsoft Windows, the Internet, and Microsoft Excel, you will already know almost everything you need to know to use the application.

Developed to provide you with features that save you time, JPMorgan Data Consolidator:

  • Consolidates statements from multiple banks
  • Produces professional reports within minutes
  • Provides online tools that increase your productivity
  • Provides 24-hour access to your account information
  • Offers convenient access to customer support
  • Allows system administrators to have control





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