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Obtain a complete picture of a family’s net wealth by automating the collection and aggregation of a client’s net financial position into Lumiant. 

Our data aggregation is powered through our partnership with Yodlee, which utilises Yodlee’s financial data to enable clients to share their financial situation instantly.

 

Please access the attached Excel documents for a complete list of Yodlee's supported Australian, New Zealand and US data feeds. 

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