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The company's new agreement with Envestnet Yodlee to share customers' account data over secure pipes is its 17th pact with aggregators and other fintech firms.
September 25 -
The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.
January 17 -
Simple solutions may be a better alternative to customization, says the company's CEO.
July 8 -
The new product will allow fintechs to expand their financial service offerings without changing providers.
June 25 -
After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.
June 17 -
The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.
April 26 -
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Instead of developing new tools, wealth management innovators will focus on making existing planning tech more efficient.
March 20 -
Quovo is acquired by competitor Plaid, which says it wants to extend its aggregation into the brokerage space.
January 9 -
Data aggregators provide big advantages for RIAs, but criticism is mounting.
December 5Broadridge Advisor Solutions