Top advisors know that collecting actionable data about their clients’ financial picture is key to delivering exceptional service and informed advice. But the ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Macrobond worked with FactSet to build an aggregate version of the US ...

Macrobond, a provider of global economic, aggregate financial and sector data for finance professionals, has partnered with financial and data company FactSet to offer “top-down” researchers with key ...

The Securities and Exchange Commission announced open data enhancements that provide public access to financial statements and other disclosures made by publicly traded companies on its Electronic ...

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, ...

In today’s fast-paced business environment, efficient and accurate financial reporting is crucial for making informed decisions. Manually consolidating and transforming financial data from multiple ...

Finding liquidity in the global fixed income markets can be a challenge, and one that is compounded by volatility and uncertainty. The reliance on over-the-counter (OTC) markets requires users to ...

Given today’s technology-driven retail experiences, consumers expect personalization in all aspects of their lives. In a world of personalization, building a trusted client-advisor relationship starts ...