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

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

Product Type: Market Research Report
Published by: TowerGroup
Published: November 2006
Product Code: R301-1209

Description

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.

Table of Contents

TowerGroup Take-Aways
Report Coverage
Choosing a Vendor
Firms' Reasons for Aggregation
Breadth of Suitable Sources
Level of Transaction Detail Required
Method of Data Collection
Cost of Aggregation vs. Cost of Direct Feeds
Uses of the Data
Service-Level Agreements
Segmenting the Account Aggregation Market: Exhibit 1 Segmenting the Account Aggregation Vendor Market (2006)
Profiling the Account Aggregation Vendor Market
CashEdge: Exhibit 2 Profile of CashEdge (2006)
TowerGroup Perspective
eWise Systems: Exhibit 3 Profile of eWise Systems (2006)
Intuit: Exhibit 4 Profile of Intuit (2006)
Parsam Technologies: Exhibit 5 Profile of Parsam Technologies (2006)
Yodlee: Exhibit 6 Profile of Yodlee (2006)
Data-Only Aggregators
Advent
ByAllAccounts
Summary

Ordering and More Information

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