DATA WAREHOUSE & AGGREGATION

Unify, secure, and activate your data

Data is the new alpha in today’s wealth management world. Firms that can capture, organize, and analyze their information quickly are the ones that stay ahead. Our cloud-native Data Warehouse helps financial advisors bring together fragmented data from across systems, ensure quality and compliance, and turn information into actionable insights—faster.

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Key Features of Data Warehouse & Aggregation Solution

All Data Types Supported

Structured (cores, CRMs, apps, CSV, streams), semi-structured (forms, applications), and unstructured (PDFs, Word, Excel, emails, text, voice).

Universal Financial Services Domain Model

Unifies Wealth, Banking, and Insurance data to enable client 360-view, cross-sell, and upsell opportunities.

Seamless Integration

Pre-built connectors for custodians (Fidelity, Schwab, Pershing), banking cores (Fiserv, FIS, Jack Henry), CRMs (Salesforce, Redtail, Practifi), and more via APIs, RPA, or file sync in real-time or batch.

Check out our Data Warehouse & Aggregation Brochure

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