data aggregation

May 2, 2016

Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors

Morningstar, Inc., a leading provider of independent investment research, today launched a new personal financial management portal in the firm’s account aggregation service, Morningstar® ByAllAccountsSM which aggregates […]
January 21, 2016

Fidelity Study shows that Tech-Savvy Advisors (eAdvisors) are More Successful

Just Released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as […]