Wealth Management Suite
The Wealth Management Suite provides wealth management firms, brokerages, private banks and financial advisors with applications to maximize the profitability of their practices and more efficiently serve their clients. This suite includes complete data consolidation and funds transfer. Developed specifically for the sophisticated needs of investment professionals, the Wealth Management Suite brings data aggregation to the next level. It delivers an unprecedented ability to harvest data from investment institutions and enhance that data to the standards demanded by advanced wealth management applications through such methods as mapping security names and ticker symbols to CUSIPs. The data consolidation can be used on a stand-alone basis or directly integrated into financial planning and portfolio management applications.
In addition, Wealth Management Suite Retail provides financial advisors with an end-to-end solution that is easily implemented and offers flexibility, customizability, and scalability.
Please click on the product of your interest in the list below for more information:
- AllData - Data Consolidation for Enterprises
- AllData/FA - Data Consolidation for Financial Advisors
- AggregateNow - Financial Account Consolidation
“The number of advisors used by the average affluent investor is 2.82.
The percentage of affluent investors who prefer to work with one advisor is 68%.”
— Worldwide Wealth Report, 2005.
Trial Version For Financial Advisors:
To request an AllData Trial:
Send an email to sales@cashedge.com including your name, company name, email and phone number
