Account Aggregation

Bridge automates RIA workflow promoting growth, quality, and rapid response. Our comprehensive platform fosters each RIA’s distinct identity and strategy...

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to...

Calcbench is changing the way sophisticated financial analysts and researchers access and analyze data. Using the latest technology, the company...

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...

SS&C’s DST Financial Advisor Network Mail (FAN Mail) service enables advisors and broker-dealer back offices to leverage portfolio-management software investments...

SS&C’s DST Vision is a premier financial intermediary single sign-on website providing advisors one-stop access to their book of business...

Fiserv, Inc. is a leading global technology provider serving the financial services industry, driving innovation in payments, processing services, risk...

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily. Our clients include...

AllData PFM from Fiserv is an account aggregation solution that offers financial institution customers a complete view of their finances,...