Wealth Management

Background Insurance agents, stock brokers, bank relationship managers, and wealth managers have faced disdain from investors due to various issues, like lack...

Dezerv | OneMoney AA | KFin Technologies One major issue in wealth management is the discovery of held-away accounts in mutual funds,...

Despite the immeasurable humanitarian impact that COVID-19 has had on the world, it is hard to ignore its contribution to the massive...

There are several use cases that Financial Information Users (FIU) can build in the Account Aggregator ecosystem. The conventional use cases listed...