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, ...

A study conducted by Dell EMC in 2014 estimated that we would reach 1.7 megabytes of data produced for every person, every second in 2020. This is a daunting amount of data for companies to manage, ...

The ability to aggregate information across disparate data sources is the foundation of population health management. However, there are a variety of steps needed to fully aggregate data — steps which ...