Account Aggregation
Automated collection and normalization of financial data from disparate institutions for a holistic client view.
From fragile screen-scraping to secure direct-API networks
Traditional aggregation has long depended on fragile screen-scraping technology that constantly breaks due to website updates and multi-factor authentication (MFA) challenges. This is being completely dismantled by open banking mandates and secure, direct-API networks (like Plaid and Akoya) that establish tokenized, permissioned data pipelines. This ensures that the advisor's view of a client's total net worth is finally real-time, completely stable, and fully secure.
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How the work actually gets done
The top software vendors firms use here, and the features those tools actually ship.