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Data Aggregation

What happens if Moneyinfo doesn’t aggregate data from my platform?

Moneyinfo has numerous integrations with various data providers, but of course we recognise there will be some providers that don’t provide us with the data for you to give to your clients. The data can be supplemented by you adding assets or property to the client record, or even better, the client can do this themselves by adding their own bank accounts. It might be their PayPal, John Lewis store card… So between you and your client, you will build a whole entire view of the client’s portfolio, giving them a better experience.