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Jan 15, 2019

This report explores how firms are implementing account aggregation solutions to enable 360-degree visibility into the client’s assets and liabilities to provide for better planning and advice.

We explore the different methods for account aggregation, discuss how account aggregation complements the entire wealth management process, and evaluate the leading providers of account aggregation tools.

Reviews of systems that support account aggregation include Envestnet|Yodlee, Fiserv AllData Advisor, PCR TotalWealthStream, Quovo, SS&C Evare, and Wealth Access.

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