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, ...

Colorado startup BurstIQ has raised $250,000 from Colorado Springs-based PV Ventures for its cloud-based data aggregation platform for providers and patients. “The combination of sensors, mobile, and ...

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, ...

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...

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 ...

Forbes contributors publish independent expert analyses and insights. The path to enterprise AI maturity runs directly through data. However, constructing AI-ready data platforms is more than just a ...

Private Client Resources (PCR), a data aggregation provider is to partner with HWA International, a reporting solution firm. The partnership integrates PCR’s TotalWealthStream platform with HWA’s ...

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 ...

Truflation, which claims to be the independent and unbiased provider of verifiable economic data and indexes, is announcing that it is joining a list of sources providing alternative economic data ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a ...

The writing has been on the wall for several years, but it has finally happened: Envestnet is selling its data aggregation and analytics subsidiary Yodlee a decade after its acquisition. The ...

Utilities monitor surface weather through their own networks and external sources like federal, state, and private stations to fill geographic gaps and improve situational awareness. Aggregation ...