Three Reasons Why Firms Should Embrace Aggregation
Investors generate financial account data from a vast number of sources. Firms need to appreciate that today's investors are more hands-on in their future than investors of the past. Embracing advancements in technology, including tools for data aggregation, can position firms for growth. Providing their advisors with the technology to efficiently manage large amounts of client data pulled from all these sources can positively impact their investor's portfolios and their business.