Total Wealth Data represents the complete, financial picture of an individual or household, encompassing all investment accounts, holdings, and assets across multiple custodians and financial institutions. This goes beyond traditional account aggregation by integrating multi-custodial, back-office, and financial product data
The wealth management industry is at a crossroads. While technology has unlocked incredible possibilities, many firms still find themselves tangled in a web of disconnected
For RIA aggregators, data is everything. Whether you’re rolling up multiple firms, acquiring new businesses, or simply trying to deliver better insights to your advisors,
In this blog, we take a closer look at the importance of data ownership and how it enables RIA aggregators to enhance client experiences, and
In recent years, AI and machine learning (ML) have revolutionized various industries, and wealth management is no exception. These technologies enable firms to improve decision-making,
Data enrichment is the process of taking data in its raw form and improving its accuracy and reliability. Usually, this involves ensuring that the data
Wealth management APIs (application programming interfaces) are rapidly changing the way that the financial services industry operates by allowing for the on-demand exchange of data
BridgeFT is delighted to share the news that we have recently completed our System and Organization Controls (SOC) 2 type II Audit. What is SOC
“WealthTech-as-a-Service” (WTaaS) describes the blend of wealth management and essential technology available through a range of cloud-native, API-first data and application infrastructure softwares which help
Direct indexing is one of the hottest trends for investors of all levels. The market for direct indexing is growing so quickly that it’s expected
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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