Account aggregation is being offered to MoneyGuide users without an additional monthly subscription charge. Oranj, a provider of wealth management software, most notably account aggregation, has ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Account aggregation is a process in which data from many—or all—of an individual's or ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

TradePMR Inc., a small, privately held brokerage firm located in Gainesville, Florida, is holding its annual user’s conference this week. To drum up some buzz in conjunction with the show, today it ...

MILWAUKEE, Aug. 31, 2020 /PRNewswire/ -- Advicent today announced a strategic relationship with MX, the leading financial data platform enabling organizations to develop, launch, and power new money ...

Banks are rethinking their investments in technology now that the days of the "blank check" are gone. As banks examine their IT budgets, peripheral technologies, those that lack a specific return on ...

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 ...

IPC Financial Network Inc. through its financial planning subsidiary, Investment Planning Counsel of Canada has launched the first wealth management application that links account aggregation in a ...

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 annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This forms part of a wider strategic European partnership between BNP ...

Account aggregation seemed almost too good to be true when it debuted in the late 1990s. The service, also known as screen scraping, was considered the key to making one-stop online shopping for ...