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