After an initial outcry about protecting the privacy and security of data, over the last 18 months many banks and other financial services companies rushed to implement and incorporate account ...
Denver (July 30, 2002) -- DATAlynx has unveiled an account aggregation service that allows investors to view all of their financial information at one Internet location, and allows advisors to review ...
The partnership will help advisers better analyze their clients’ financial situations while offering guidance around 401(k) plans, retirement accounts and other funds earmarked for retirement.
This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. In Europe the ball started rolling in 2001 with aggregation ...
Whatever happened to account aggregation? You remember account aggregation? It was the magical land where investors would be able to see all their holdings, their mortgage equity, and frequent flyer ...
The way people manage their finances in India has changed as a result of account aggregation, an innovative financial service that has experienced tremendous growth in recent years. The simplest ...
Advisors, no matter the size of their firms, should consider platforms where they have the option to pair big data analysis with account aggregation. “If I am building a financial portfolio for ...
When introduced about a decade ago, account aggregation was touted as a major adviser solution. The promise was that it would provide a holistic view of all a client's assets, no matter where they ...
First Interstate BancSystem Inc. is joining the growing pack of banks and brokerage firms that use online account aggregation technology, which lets customers log on to a single screen to access data ...