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Using Account Aggregation and Reconciliation to Boost Revenue

Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.

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On-Demand Webinar: The Open Banking Experience: Getting on Track
On-Demand Webinar: The Open Banking Experience: Getting on Track

Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build...

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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 ...