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Research and Analysis
24 October 2018
InvestEdge: Maximize Investments with Professional Wealth-Management Solutions
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
> Read Research
b2b platform
data aggregation
portfolio management
rebalancing
wealth management
Research and Analysis
28 August 2018
Albridge: The Next Generation of Data Excellence
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
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api
data aggregation
wealthtech software
Research and Analysis
21 June 2018
Quovo: More than Just a Data Aggregator
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
> Read Research
data aggregation
data transformation
machine learning