Wealth Management Firms’ Make-or-Break Decision: How to Choose the Right Data Aggregation Technology Provider

Wealth is on the move. The massive influx of new and soon-to-be RIAs—combined with an estimated $84.4 trillion in generational wealth transfers through 2045—means the technology decisions wealth management firms make now will shape their success in the years and decades to come. Now is not the time for superficial solutions. To meet the rapidly rising expectations of advisors and their clients, wealth management firms must find the right data aggregation partner—one with a proven track record of delivering in-depth, accurate, investment-focused data across the advisor workflow, enabling streamlined productivity and personalization at scale.