So advisers have access to more data – now what?

Written by: Alessandra Malito | Investment News

Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive.

What better way than pulling in information on all of a client’s finances in real time?

Although the notion of incorporating held-away assets into an adviser’s view is decades-old, in general advisers have been slow to incorporate the digital account-aggregation services that software vendors offer.

Some even feel that the process may be a waste of time.

Data-management experts are assuring advisers that’s not the case.

 

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