Account Aggregation

Finicity enables a financial data-sharing ecosystem that is secure, inclusive and innovative. Through its real-time financial data aggregation and insights...

InvestEdge provides a platform with a streamlined set of suites and tools to handle all aspects of wealth management, including...

Founded in 2010, MX aggregates data for our clients using multiple account aggregators, which gives us the ability to switch...

NetX360 is a single point of access for professionals to manage their business and support their clients' needs by focusing...

The Schwab OpenView Gateway platform provides advisors who custody with Schwab Advisor Services™ with comprehensive integration capabilities via leading third-party...

Plaid builds infrastructure for modern, digital financial services. This includes the encrypted transmission of financial data for which consumers have...

Quovo is a data platform that provides connectivity to financial accounts at over 14,000 institutions. Leading fintech firms, such as...

RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative...

The Skience platform is built on fifteen years of experience and problem-solving within the broker-dealer community; our enterprise clients benefit...

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor...