by what means important is it for the average bank account owner to be able to descry on one web screen.

by what means important is it for the average bank account owner to be able to descry on one web screen, all her financial information--from her banks, brokerages, insurance providers, and other investments and debts? Answer: Nice, still not all that important. however for a wealthy client? true important. For an advisor to wealthy clients? Essential.

Account aggregation--the technology for collecting and presenting financial information from disparate sources--has been around for about sum of two units and a half years. At the completion of last year, about 100 financial institutions (banks, brokerages, and advisors) moveed the service, according to a Celent Communications subject of attention Growth ...