Finance in Focus: What is investment account aggregation?




Making Data Simple show

Summary: Tune in to this podcast to hear Margaret Hartigan and Lowell Putnam, the respective CEOs of Marstone and Quovo, discuss how their companies’ solutions use account aggregation to give financial investors a holistic view of clients. Moderator Rob Stanich and host Alex Baghdjian will join these CEOs in describing why account aggregation is one of the hottest wealth management topics in 2016, leaving you wondering why this intuitive model took so long to take hold.