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Please elaborate on the definition of 'investment assets.' I explored the same use case using Emma to link both bank accounts and investments. Obviously, Open Banking supports bank account aggregation, but without an equivalent set of standards and APIs, aggregating your investment assets will continue to be a manual and infrequent process for some time. While I think it is better than a spreadsheet without automagical updates, fear this proposition will struggle to fulfil its ambition.

Bring on the next wave of innovation in Open Wealth!