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 ...

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, ...

If putting all your financial information online and in one place sounds like a good idea, there are many companies-often called data aggregators-ready to help you organize your financial life.

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 ...

As a longtime investment advisor, I have never walked into my office and thought, “Finding clients is so easy.” Our industry is competitive, and clients are difficult both to engage and to retain. A ...