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

Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:

Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:

Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:

© 2024 Tiburon Strategic Advisors