February 19, 2010
CashEdge Launches AllData Advisor Integration Kit
By: Jai C.S.
CashEdge, Inc., a provider of Intelligent Money Movement services and a company well recognized for its premium account aggregation service - AllData, announced that it will now offer an Integration Kit for financial planning, customer relationship management and portfolio management application providers to simplify the addition of aggregation services into their applications.
CashEdge also revealed that leading advisor application providers Redtail Technology and Neuralus are the first to leverage the kit to bring aggregation, and the strategic advantage to their advisors.
“Today’s advisors are using a variety of financial planning, CRM and portfolio management solutions to compile, manage and provide informed recommendations on their clients’ financial portfolios,” Tom Roberts, general manager of AllData Advisor for CashEdge, said.
“CashEdge is committed to partnering with these advisors software and service providers to integrate AllData aggregation, enabling them to increase the value and attractiveness of their service for their clients,” Roberts said.
Currently on high demand, the aggregation adoption, as stated, has the ability to provide a holistic view of a client’s financial picture, which creates an opportunity to provide superior financial guidance and increase assets under management. CashEdge claims that its AllData is the only premium account aggregation service which delivers a complete view of a household’s financial picture to power better-informed financial decisions for banking and investor customer segments and provides institutions with opportunities for stronger, more meaningful customer relationships and additional revenue.
Integrating AllData Advisor with core advisor applications is seamless because it is a turnkey, Web-based Software-as-a-Service solution available for deployment through web services.
“CashEdge has figured out a way to take the aggravation out of aggregation,” Brian McLaughlin, founder and CEO of Redtail Technology, said.