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 ...
Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...
The ability to aggregate information across disparate data sources is the foundation of population health management. However, there are a variety of steps needed to fully aggregate data — steps which ...
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