Articles tagged "Ricky Illigasch"
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Fidelity is 'planning over the horizon' as its eMoney unit packages API accesses for sale to RIAs to private label their own planning 'experience'
The Boston giant jumpstarts a monumental opportunity to a post-application system, say analysts, even if it might hurt sales of the 'whole enchilada' eMoney product short-term.
August 31, 2024 at 2:53 AM
Fidelity just dropped the hammer on screen scrapers to cheers, but some firms, like Plaid, are holdouts and the CFPB may wield the final gavel
The near $12-trillion Boston firm is already weaning Yodlee, FIS, Intuit, Fiserv, and Morningstar off their scraping habit by paying their fees to get cleaned-up, but stripped-back data.