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 ...

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, ...

Account aggregation merges different accounts into one view, making personal finance management easier and helping you ...

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 ...

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 ...

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 ...

Perceptions build over time, and sometimes, they linger long after the facts have changed. ByAllAccounts, part of Morningstar Wealth, has been in the financial data aggregation business since 1999. We ...

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 ...

CHICAGO--(BUSINESS WIRE)--YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a ...

Finder reports that financial aggregator apps consolidate your financial accounts into one platform, offering budgeting tools ...

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 ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...