Panel 4 – Building the Foundation: Data, Account Aggregation, and Reporting
11:05am – 11:50am

Moderator:
Alois Pirker, Research Director, Aite Group

Speakers:
Anton Honikman, CEO, MyVest
David Lessing, Chief Revenue Officer, Addepar
Eric B. Lordi, Managing Director & Head of Platform Development, Morgan Stanley Wealth Management

Delivering financial planning and advice requires an understanding of the client’s complete financial picture. In other words, this client-centric activity demands a panoramic view of the client’s data. Wealth management firms have traditionally struggled to consolidate data from in-house product silos and external sources. But the industry’s shift toward goal-based wealth management and financial wellness is putting renewed emphasis on the topic of high-quality, consolidated data. This panel will discuss:

  • Strategies employed by leading firms to address the data challenge
  • The shift of account aggregation from a consumer to an advisor tool
  • The changing role of client reporting in the new world of goalbased wealth management and financial wellness