Data aggregation has been pitched as the connective tissue of wealth management – a single, automatically refreshed view of every client account, from managed portfolios to held-away 401(k)s, bank ...

Platforms serving high-net-worth and ultra-high-net-worth investors are hitting the limits of general-purpose financial data aggregation providers. Here is what fit-for-purpose wealth management data ...

Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...

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, ...

Pello Companies announced it has entered into a definitive agreement to acquire ByAllAccounts from Morningstar, Inc., positioning the business for its next phase of growth in open finance and wealth ...

More than 30.6 billion records have been exposed in 2024 so far based on 8,839 publicly disclosed incidents. Intensifying cybersecurity efforts has thus become more critical than ever for ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

NEW YORK, April 8, 2026 /PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software today announced an integration with ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Morningstar, Inc. has entered into a definitive agreement to sell its data and account ...

Are you passionate about innovation and delivering digital solutions that delight your users? Do you have strong analytical skills and a strategic mindset to drive business growth? As a key player in ...

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 ...