Abstract: Methods, systems, and computer-readable media for retrieving and presenting financial data are presented. In some embodiments, a computer system associated with a financial institution may retrieve, via a financial aggregator application, financial data associated with a customer's account at a different financial system. Subsequently, the computer system may aggregate data from a customer's account with the financial institution and data from the customer's account at the different financial system. The aggregated data may be presented for viewing to a financial advisor associated with the customer.