Investment Management·Capability hub
Account Aggregation
Automated collection and normalization of financial data from disparate institutions for a holistic client view.
What's shifting
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.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.