Colorado startup BurstIQ has raised $250,000 from Colorado Springs-based PV Ventures for its cloud-based data aggregation platform for providers and patients. “The combination of sensors, mobile, and ...

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, ...

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 ...

New PureFacts capability will help wealth and asset management firms accelerate implementations, reduce operational complexity, and build the trusted data foundation required for Revenue Performance ...

Dicker Data has extended its partnership with CrowdStrike to offer a distributor-led managed security service provider (MSSP) ...

Among its many consequences, fragmented and disorganized data in the homecare industry can make care coordinators feel like they’re piecing together a puzzle with a few missing or incorrectly labeled ...

The Chicago fund tracker reassures RIAs the account aggregation service levels won't drop off -- not least because in-house ...

ByAllAccounts data aggregation network simplifies financial data collection and management for wealth management platforms and firms, providing unmatched breadth and depth of data through a single ...

Forbes contributors publish independent expert analyses and insights. The path to enterprise AI maturity runs directly through data. However, constructing AI-ready data platforms is more than just a ...

The Texas State Securities Board issued guidance for investment advisers that use data aggregation services and third-party platforms in their advisory practices. The July 23 notice came in response ...

Utilities monitor surface weather through their own networks and external sources like federal, state, and private stations to fill geographic gaps and improve situational awareness. Aggregation ...