Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

An increasing number of industries are turning to data aggregation and analysis to improve their operations. Data aggregation services are an investment that pay for themselves over time, with the ...

In today’s digital world, data is king. With the power to unlock important insights and inform decisions, data is increasingly critical, and federal agencies are prioritizing it as such. GovCon Wire ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Account aggregation is a financial management tool that consolidates data from multiple ...