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Account Aggregation (4 companies found)

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  • Morningstar, Inc.

    WebPortfolio Solutions Account Aggregation
    Rating: 5 - 3 reviews
    Morningstar ByAllAccounts aggregation service: The Morningstar ByAllAccounts aggregation service gathers hard-to-reach data from thousands of financial institutions and connects it to leading portfolio management platforms for a unified client view. This view enhances an advisor's ability to provide holistic advice and reporting based on all...
  • FinFolio

    Investment Potrfolio Management Software
    FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion.​​ Philosophy We think portfolio management...
  • Quovo, Inc.