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, ...

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, ...

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 ...

The ability to aggregate information across disparate data sources is the foundation of population health management. However, there are a variety of steps needed to fully aggregate data — steps which ...

One secure gateway unifies access to financial data so you can focus on the innovation ahead. Outsource your custodial connections for faster time to market and onboarding of new advisors. Radically ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

If there’s one thing that characterizes the Information Age that we find ourselves in today, it is streams of data. However, without proper ways to aggregate and transform this data into information, ...

A study conducted by Dell EMC in 2014 estimated that we would reach 1.7 megabytes of data produced for every person, every second in 2020. This is a daunting amount of data for companies to manage, ...

Much has been said over the years about Google’s approach to financial services and many have expressed their views on the best role for the company to play. Some believe Google should become a bank ...