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The Account Aggregation Advantage

May 2011 by Thibaut Jacquet-Lagreze

The North American wealth management market is highly fragmented, with most private investors holding relationships with multiple wealth management firms, including banks, brokerages and independent investment advisors. Account aggregation services are a popular method of consolidating customer account information into a single location, writes Thibaut Jacquet-Lagreze, of Temenos.

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