CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a ...

Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, and enhancing data from diverse institutions to ...

Colorado startup BurstIQ has raised $250,000 from Colorado Springs-based PV Ventures for its cloud-based data aggregation platform for providers and patients. “The combination of sensors, mobile, and ...

A wave of disruptive technology is reshaping the wealth management industry. New ESG screening tools, generative AI and conversational ChatGPT marketing have helped firms elevate their offerings, ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

Forbes contributors publish independent expert analyses and insights. The path to enterprise AI maturity runs directly through data. However, constructing AI-ready data platforms is more than just a ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

New research shows that streaming audiences are increasingly using aggregation platforms like Prime Video and Roku to manage subscriptions, while AI is emerging as a key tool to combat content ...