Spreading Their Wings: An Analysis of the Online Account Aggregation Vendor Market:

Spreading Their Wings: An Analysis of the Online Account Aggregation Vendor Market

Published Date: November 2006

Published By: TowerGroup

Page Count: 15

Order Code: R301-1209

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Account aggregation is the gathering of client account information from all of a client's accounts, including those under the management of a financial advisor as well as those "held away" or not under the control of the advisor. In this Research Note, TowerGroup segments the online account aggregation vendor market, highlights criteria a firm needs to consider when choosing an account aggregator, and provides profiles of the leading vendors in each market segment. The research also touches briefly on the data-only aggregation vendor market.

The Note is a companion to Picking Up the Pieces: An Overview of the Online Account Aggregation Market.

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