Open Finance, LLC is a leading enabler of data aggregation in the financial services industry. Open Finance gathers fine grained financial data from disparate sources and aggregates this data into a distributed global services platform in a common, extensible XML format (PAIX).

In doing so, Open Finance has developed an architecture that is both robust and flexible in its ability to aggregate data from multiple financial data sources in a variety of formats and provide that data to clients via its services infrastructure across the Americas, Switzerland and Asia.

Once the data is normalized and stored, it can be moved and operated upon through all types of systems which include accounting engines, risk engines, performance engines, pricing engines, CRM systems, and reporting and web access systems

This flexibility and focus on the seamless integration of all manner of data has enabled Open Finance to deliver its global services platform across five financial sectors (Wealth Management, Risk and Performance Management, Corporate Retirement, Plan Consultants and Foundations, Registered Investment Advisors).