Best Data Aggregation Software | Financial Data Aggregation Services

Why You Should Be Mindful of Data Aggregation Risks

Having financial data information online, or all compiled in one single place, can be risky if done without the help of data aggregators – normally companies that are ready to help organize your financial life. Financial data aggregation requires strong data quality, management and reporting, to certify that the data is accurate.

Even the most “basic” financial data aggregation will put all information about the company financial situation in the same place with a single dashboard view, sometimes called a hub or a portal, that will show all the parameters defined by the users and data analysts, like investments, savings, credit balances, bank accounts, credit card account and possible insurances.
(more…)

Chris Morgan

May Thu, 20
2:16

How To Cut Your Data Aggregation Costs By 50% In 60 Days Or Less

Data Aggregators charge premium prices to combine custodian, benchmark, or other data. The reality is that the service shouldn’t be as expensive as it is. What are you actually paying for? Here’s how you can cut your data aggregation costs in HALF in less than 60 days.

1223 Views

Matinc

Oct Tue, 19
1:05

How Are Financial Data Aggregators Changing The Game For Financial Services? [Infographic]

What is Financial Data Aggregation?

Financial data aggregation is a process of collecting information from a wide array of accounts like investment accounts, bank accounts, credit card accounts, loans, and much more into a single place. After the complete collection of the information, the customer can always check all the financial details in a single place.
(more…)

1653 Views

Matinc

Jun Wed, 30
11:39

Financial Data Aggregation Doesn’t Have to Be a Black Box

I’ve been in the Financial Services industry my entire career. More specifically, I have worked in and around the Investment Management sub-sector, mostly in the Middle- and Back-Office. In all that time, I have watched the ever-increasing need for data from a seemingly infinite number of counterparties, partners, and providers. Not only is the need for, and availability of, data not slowing down, it’s accelerating.

(more…)

1315 Views

Chris Morgan

May Thu, 20
2:11

CUNA Mutual Saved 300 Hours of Manual Effort Per Year, While Reducing Operational Risk

CUNA’s accounting staff were manually reconciling Security Master and Custodian data between their data providers and their investment accounting platform. They eliminated that manual effort, reducing risk and allowing their staff to focus on more value-added tasks.

1202 Views

Chris Morgan

May Thu, 20
2:19

Corbeau Technologies Went From Start-up To Being Acquired By Deloitte Using Emissary

The boutique consulting company, Corbeau Technologies, used Emissary to accelerate their system implementation projects. In the process, Corbeau would compete against the big consulting firms and WIN. David against Goliath. It didn’t take long before Deloitte decided that they needed the Corbeau team on their side, and acquired them.

1429 Views