April 23, 2007
Tool eases consolidation of data from custodians
The brief article announces CashEdge’s expansion of the functionality of its customized data consolidation solution, AllData.
“AllData allows advisers to direct data feeds from leading custodians and to consolidate client data from multiple adviser portals by registering their own adviser login credentials to access them. AllData consolidates client data from a wide variety of sources. It provides a simplified setup and maintenance process. It normalizes the data, assigning industry standard asset identifiers to all positions and transactions and creates a portable ‘client positions database’.”