It’s not uncommon for a business owner to have his finances spread out among multiple institutions – a credit card in one place, a brokerage account in another, an equipment loan somewhere else. It’s a cumbersome scenario that has the owner traveling several different lanes to keep pace with an evolving financial roadmap. Financial institutions are working to transform all those roads into one journey for clients by offering out digital financial aggregation platforms to bring a total view…
from Charlotte Business News - Local Charlotte News | Charlotte Business Journal https://www.bizjournals.com/charlotte/news/2019/11/15/consolidated-platforms-bring-wealth-monitoring-and.html?ana=RSS&s=article_search
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