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, ...

Data collection is more important for businesses than ever before because people who use the internet will generate approximately 463 exabytes of data every day by 2025. Without data collection tools ...

Northern Trust and Equity Data Science have launched an ESG workflow solution that will allow investors to more quickly access and share ESG information. The new ESG digitized data aggregation tool ...

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 ...

Data aggregation has been pitched as the connective tissue of wealth management – a single, automatically refreshed view of every client account, from managed portfolios to held-away 401(k)s, bank ...

Quizzly is an engagement and data collection tool for brands and publishers. It is designed to transform content into engaging, interactive quizzes that provide deep insights into user behavior for ...

Outsourcing services provider Broadridge is looking at data aggregation capabilities to help clients better assess counterparty, credit and market risk by being able to pull together different data ...

Data is the lifeblood of personalized advice, portfolio optimization, and client trust. Yet, many advisors still struggle when financial data has to be pulled from multiple systems. It creates ...

NEW YORK, Oct. 8, 2025 /PRNewswire/ -- Pontera, the leading platform enabling secure management of held-away assets, today announced its strong support for the Rhode Island Securities Division's newly ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The new ESG digitized data aggregation tool leverages data science to ...