What to Look for in a Data Integration Partner for Wealth Management

When choosing a data integration partner, look for an account aggregation partner that offers in-depth expertise in the wealth management space—with performance reporting platforms. This partner should have existing connections to all types of data providers and all types of financial data.

• Experience Connecting to All Types of Data Providers
  • Traditional Custodians
  • Brokerages
  • Alternative Asset Custodians
  • Annuities
  • TAMPs
  • Crypto TAMPs
• Support of All Types of Financial Data
  • Investment (brokerage, retirement, 529 plans, etc.)
  • Insurance (annuity, permanent life)
  • Banking (checking, savings, etc.)
  • Liabilities (credit cards, mortgages, loans)
  • Cryptocurrencies
  • Alternative investments
• Broad Data Distribution Network - Seamless integration of their data into a broad network of platforms used by advisors