Financial Data Aggregation - Asset Strategy Advisors

November 27, 2018

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients and show them the what if scenarios or how they've improved over time.” - Kent Fitzpatrick 

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Financial Advisor Aggregation Testimonial
Financial Advisor Aggregation Testimonial

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his ...

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On-Demand Webinar- Account Aggregation : The Future of Wealth Management
On-Demand Webinar- Account Aggregation : The Future of Wealth Management

This webinar discusses how to use aggregation to see a more complete picture of your clients, deliver smart...