Account Aggregation Services
CashEdge's AllData is the industry's leading account aggregation service for financial advisors, brokerages, wealth management firms, retail banks and providers of personal financial management applications.
Scalable, flexible and highly secure, AllData aggregation delivers a complete picture of a customer or investor's financial picture. With this holistic view, financial institutions and advisors can generate opportunities for additional revenue through stronger, more meaningful customer relationships.
AllData delivers consolidated data from more than 12,000 sources, including investment, retirement, insurance, banking, credit card, mortgages and annuities.
From applications for financial advisors to solutions for retail bank customers, our aggregation services can support any application that requires personal financial data and seeks to provide consumers or investors with a comprehensive and secure view of their personal finances including:
- Advisors: Advisor-directed financial planning
- Banks: Personal financial management (household cash flow)
- Investment Firms: Self-directed investment management
Working on a different type of application that needs account aggregation? Contact us today.
Sample Clients
|
|
