Account Aggregation Services
AllData is the industry's leading account aggregation service. Delivering data from more than 12,000 sources, AllData creates a comprehensive view of a customer or investor's financial picture. This holistic view powers better-informed financial decisions for banking and investor customer segments and provides institutions with greater client insight. With this insight, institutions are more effective at developing stronger customer relationships and generating additional revenue.
Scalable, flexible and highly secure, AllData delivers aggregated data from more than 12,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities.
AllData takes a partnership approach to client engagements and delivers easy-to-integrate aggregation services that result in successful client applications. Our aggregation services support any application that requires personal financial data and seeks to provide consumers or investors with an accurate, timely, comprehensive and secure view of their personal finances including:
- AllData Advisor: Advisor-directed financial planning
- AllData Investor: Self-directed investment management
- AllData Retail: Personal financial management (household cash flow)
Working on a different type of application that needs account aggregation? Contact us today.
