Category Role Key Needs Products Available
Wealth Management Professional Financial Advisor 360-degree view of client finances, held-away accounts Account Aggregation
Back-Office cleaner, more usable data from multiple institutional sources Account Aggregation
Compliance Transparency and verification in activity across disparate accounts Account Aggregation
Wealth Management Technology Platform Portfolio Management Reporting on held-away accounts Account Aggregation
Financial Planning 360-degree view of client finances, spending; enriched analytics Account Aggregation, Analytics & Visualization
CRM Transparency and verification in activity across disparate accounts Account Aggregation, Analytics & Visualization
FinTech Startup Give your app a full view of your users Account Aggregation
Financial Institution / Enterprise Banks & Custodians Integrate outside accounts and internal records, enhance client and advisor dashboards, reports and portals Account Aggregation, Analytics & Visualization
Retail Brokerages Create cutting edge digital experiences for users incorporating FinTech best practices Account Aggregation, Analytics & Visualization
Broker-Dealers Empower reps and clients with powerful insights and web tools Account Aggregation, Analytics & Visualization
TAMPs Enhance platforms and dashboards with outside data and aggregated strategy analyses Account Aggregation, Analytics & Visualization
Wealth Management Professional
Role
Financial Advisor
Key Needs
360-degree view of client finances, held-away accounts
Products Available to You
Role
Back-Office
Key Needs
cleaner, more usable data from multiple institutional sources
Products Available to You
Role
Compliance
Key Needs
Transparency and verification in activity across disparate accounts
Products Available to You
Wealth Management Technology Platform
Role
Portfolio Management
Key Needs
Reporting on held-away accounts
Products Available to You
Role
Financial Planning
Key Needs
360-degree view of client finances, spending; enriched analytics
Products Available to You
Role
CRM
Key Needs
Transparency and verification in activity across disparate accounts
Products Available to You
Role
FinTech Startup
Key Needs
Give your app a full view of your users
Products Available to You
Financial Institution / Enterprise
Role
Banks & Custodians
Key Needs
Integrate outside accounts and internal records, enhance client and advisor dashboards, reports and portals
Products Available to You
Role
Retail Brokerages
Key Needs
Create cutting edge digital experiences for users incorporating FinTech best practices
Products Available to You
Role
Broker-Dealers
Key Needs
Empower reps and clients with powerful insights and web tools
Products Available to You
Role
TAMPs
Key Needs
Enhance platforms and dashboards with outside data and aggregated strategy analyses
Products Available to You