Key Components of Effective Financial Modeling

Learn how financial modeling projects future performance and supports strategic planning with essential components like ...
Forbes

Ensuring Financial Data Security In The Quantum Era

Financial market organizations are used to the idea of speculation. Buying undervalued assets to realize value from them at a later point is a well-established strategy. But – on the other side of a ...
Morningstar

Impact of AI on Financial Data Aggregation

Delivering high-fidelity investment data across th... Financial data aggregation is foundational to modern wealth management. It enables advisors to deliver holistic advice by collecting, normalizing, ...
Forbes

Data Protection And Consumer Privacy In Financial APIs

According to a May 2024 Gartner, Inc. study (subscription required), data breaches in application programming interfaces (APIs) are on the rise. As the volume of shared data across organizational ...
Morningstar

Financial Data Aggregation: The Role of ByAllAccounts

A Unified Data Network for Modern Wealth 3 Ways ByAllAccounts Stands Out From the Competition Planning for the Future The Value of ByAllAccounts A Unified Data Network for Modern Wealth A Unified Data ...
Business Wire

TaxStatus Introduces the TaxStatus Financial Baseline, Empowering Advisors and Clients With a Complete Financial Picture Sourced Directly From IRS Data

FRISCO, Texas--(BUSINESS WIRE)--TaxStatus, a fintech leader providing frictionless permission-based IRS tax data, planning insights, and ongoing IRS account monitoring, today announced the launch of ...