Account Aggregation:

Developing a Holistic View of One's Assets & Liabilities

Recently Released!!!
Date Published: March 5, 2024
Summary PowerPoint Deck: 423 Slides
Reference PowerPoint Deck: 879 Slides


The purpose of this research is to provide readers with a comprehensive understanding of account aggregation, including balance aggregation, cost basis aggregation, & other types of account aggregation. This research is part of Tiburon's broader coverage of financial planning.

This research begins with a context setting chapter, and then addresses the key historical phases of account aggregation, including:

  • Screen Scraping Phase
  • Direct Feeds Phase
  • Acquisitions Phase
This research defines the key account aggregation services, including:

  • Balance Aggregation
  • Cost Basis Aggregation
  • Other Types of Account Aggregation
And this research makes several future predictions for account aggregation, including:

  • Substantial Growth in Account Aggregation
  • Fastest Growth in Balance Aggregation



































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