WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 134: The Anatomy of a Healthy Client Data Infrastructure with Don McHenry, ByAllAccounts
1 seconds Posted Mar 17, 2022 at 1:10 pm.
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“The data consumption model has changed over the years from primarily web based access to a lot more API’s and direct feeds. The processing of the data has evolved as well, whether it’s for performance reporting or direct to investor, as the needs of the user to view a net worth of their accounts. That’s […]