Account Aggregation

Apex replaces legacy platforms with a digital clearing and custody engine that enables a seamless consumer experience often overlooked in...

The Aqumulate™ service, released in 2006, is an account aggregation platform that collects account information from virtually any online financial...

Blueleaf is an automated reporting and communications platform that is a comprehensive tool for advisors who want to report on...

Bridge is a financial technology company with an operating history of over 15 years. Its software focuses on automating necessary...

Broadridge Advisor Solutions is the premier provider of solutions-based marketing and reporting tools designed to assist financial professionals with building...

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete...

CompleteView is designed to provide easy access to view your clients’ overall financial picture, to help you provide more comprehensive...

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...

Account aggregation allows to securely connect financial accounts to the eMoney system. eMoney aggregation technology, known as Connections, automatically updates...

FE fundinfo facilitates better, more efficient investing by connecting fund managers and fund distributors and enabling them to share and...