Download “Quality Client Data: Selecting the Right Provider”


Client data aggregation provides value to gain transparency into your clients’ held-away assets, create a holistic financial plan, and deliver better investment outcomes. However, choosing the best provider for your practice can be a bit more difficult. 


In this report, you will learn:

  • Three questions advisors can use to assess data quality

  • How a third-party data aggregator can help you and your clients

  • What services to look for in a data aggregator