The Total Addressable Market (TAM) for Personal Financial Management and Account Aggregation use cases is ~$11B. Wealth firms are expanding product offerings to deliver personalized client solutions, through an increasing number of custodial relationships. This expansion increases costs and overhead, and introduces challenges regarding client reporting, financial planning, accurate billing, and the ability to represent the full financial view of increasingly complex client portfolios. Ninth Wave 360° is designed to address this by streamlining financial data acquisition for wealth managers.
Ninth Wave 360° delivers Financial Data Acquisition for Wealth Managers to allow FIs to capture high-quality, complete financial views of clients to drive business development and operational needs, such as financial planning, billing, compliance, and digital user experiences.