Fidelity Institutional has announced plans to launch a set of tools this year to help advisors gather and manage their data for strategic planning. The three products, all launching at separate times ...

Account aggregation merges different accounts into one view, making personal finance management easier and helping you ...

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, ...

Northern Trust and Equity Data Science have launched an ESG workflow solution that will allow investors to more quickly access and share ESG information. The new ESG digitized data aggregation tool ...

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 ...

Outsourcing services provider Broadridge is looking at data aggregation capabilities to help clients better assess counterparty, credit and market risk by being able to pull together different data ...

Power Query advanced options actually hide essential everyday tools. Stop avoiding menus like the Group By tool for multiple ...

Data collection is more important for businesses than ever before because people who use the internet will generate approximately 463 exabytes of data every day by 2025. Without data collection tools ...

NLP and LLM teams often grow their training corpuses to improve model performance but they still do not always obtain p ...

Customer data integration (CDI) unifies data from multiple sources, creating a complete and accurate view of customers. It’s how your favorite online store knows exactly what you’re looking for—even ...