Account aggregation merges different accounts into one view, making personal finance management easier and helping you ...

First Interstate BancSystem Inc. is joining the growing pack of banks and brokerage firms that use online account aggregation technology, which lets customers log on to a single screen to access data ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Banks are rethinking their investments in technology now that the days of the "blank check" are gone. As banks examine their IT budgets, peripheral technologies, those that lack a specific return on ...