Data Aggregation: An Important Strategy for Wealth Management Services

摘要

For today's wealth managers, a com prehensive data aggregation strategy is critical to providing clients with a complete picture of their net worth. With the proliferation of external data sources to service financial assets, account reconciliation has grown more dependent than ever on the secure and timely consolidation of clients' account and asset information in a central repository. Yet data aggregation presents growing technological and cost challenges.