Account Aggregation
Automated collection and normalization of financial data from disparate institutions for a holistic client view.
We currently map 33 vendors in account aggregation within investment management, 14 with detailed profiles covering funding, size, and positioning. The landscape below shows who leads, who challenges, and how each platform approaches the problem.
From fragile screen-scraping to secure direct-API networks
Traditional aggregation has long depended on fragile screen-scraping technology that constantly breaks due to website updates and multi-factor authentication (MFA) challenges. This is being completely dismantled by open banking mandates and secure, direct-API networks (like Plaid and Akoya) that establish tokenized, permissioned data pipelines. This ensures that the advisor's view of a client's total net worth is finally real-time, completely stable, and fully secure.
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The top software vendors firms use here, and the features those tools actually ship.
Market landscape
Also covers this
These platforms are catalogued elsewhere but ship account aggregation as part of the product — worth seeing when you shortlist.
Related capabilities in Investment Management
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