Arch
Private-investment document collection and data platform for wealth firms
- Family offices
- RIAs
- Banks and trust companies
Alternatives platforms15 integrationsCustom quote
Data aggregation
Data aggregation, integration hubs and middleware, workflow automation and outsourced back office.
Filter
Showing 14 of 14Most complete profiles first, then A to Z
Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technology1 integrationSubscription
Altoo
Wealth aggregation and reporting platform for family offices and wealth owners
- Family offices
Family-office technologyCustom quote
Asora
Data aggregation, reporting and accounting software for family offices
- Family offices
Family-office technology1 integrationTiered
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies
First Rate
Performance reporting, data aggregation and billing software for wealth managers, broker-dealers and institutions
- RIAs
- Broker-dealers
- Family offices
- Asset managers
NDEX Systems
Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices
- RIAs
- Family offices
- Asset managers
Integrations & operations6 integrations
Overvue
Mobile client intake for advisors: data gathering, account aggregation, ID verification and file sharing
- RIAs
Client experience1 integrationTiered
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Wealth Access
Data unification and client portal platform for bank wealth units
- Banks and trust companies
Integrations & operations2 integrationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operations1 integrationCustom quote
Yodlee
Financial account aggregation and data APIs for banks and wealth firms
Integrations & operationsCustom quote
Data aggregation: questions to ask before you buy
Private Wealth Daily member access
Continue this analysis
The full checklist our desk uses to question Data aggregation vendors, free with your work email.
Enter a valid work email to continue reading.
Already a reader? Sign inThe Morning Brief, every weekday. Unsubscribe anytime.
Full featuresIn-depth analysis and exclusive reporting.
The buyer’s checklistEvidence, context and the complete story.
One login across the networkAccess every Daily Network publication.
Data aggregation in the news
- Arch
Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
- Yodlee
Bain pays up for Vestmark to make the rebuild optional
- Yodlee
Bain's Vestmark buy makes the next renewal a negotiation
- Canopy
Singapore seeds Article 6 pipeline with feasibility grants
- Arch
ILS moves beyond weather: sidecars take on M&A risk
- Yodlee
Edward Jones's Quicken stake attacks the planner's organizing problem