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Daily Archives: January 5, 2021

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Data Aggregators- What’s the Big Deal?

AssetBook NewsBy Alyssa FischerJanuary 5, 2021

Financial advisors are increasingly using data aggregators to help them get a handle on all of their client’s accounts in one comprehensive online format. Data aggregation allows both the advisor and their client to see the same data and provides the advisor a full picture of all of their client’s accounts in one place. Clients…

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