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 

Previous Video
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 ...

Next Flipbook
Data Aggregation + Intelligence: The Keystone to Financial Innovation
Data Aggregation + Intelligence: The Keystone to Financial Innovation

Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches...