My main brokerage (Schwab, and I assume most others) have account aggregation built in, so that's become my de facto 'wealth manager' dashboard. Now, those ext

My main brokerage (Schwab, and I assume most others) have account aggregation built in, so that's become my de facto 'wealth manager' dashboard. Now, those external accounts are second-class citizens and don't get portfolio analysis and stuff like that, so there is room for improvement, but the ease of use and cost (free) is hard to beat.