April 2, 2007
Financial Planning Briefs: Accesing and Managing Client Data
The brief article announces CashEdge’s launch of its enhanced AllData data consolidation solution and integration with AdviceAmerica. “CashEdge, provider of online data collection and financial applications, has expanded the functionality of AllData, the company's customized data consolidation solution for financial advisors. The data consolidation solution will be integrated into AdviceAmerica's financial planning application suite.”