September 10, 2007
Advisers find value in new investor-focused websites
In his article on adviser interest in new online services aimed at individual investors, David Janowski covers Geezeo’s “personal social finance application,” which uses CashEdge’s account aggregation technology.
“(Geezeo Co-founder) Mr. Glyman is quick to point out that data are not held by Geezeo but are stored on a secure account-aggregation engine owned by CashEdge, a New York-based provider of financial applications. He added that the site soon will provide brokerage account data.”