Account Aggregation Services
CashEdge is the preeminent provider of financial account aggregation services to brokerages, wealth management firms and financial advisors. These services are highly secure and provide a holistic view of a client’s financial picture, including held-away assets, facilitating better financial guidance and creating the opportunity to increase assets under management.
CashEdge’s aggregation services also support any application that requires personal financial account data including personal financial management, compliance and other emerging applications that seek to provide consumers with an accurate, timely, comprehensive and secure view of their personal finances.
All of CashEdge’s aggregation services leverage industry-leading technology and security tools to provide the widest and deepest aggregation coverage available in the market today. CashEdge delivers aggregation data from more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgage, loans and bill information, as well as hard-to-access assets, such as life insurance, annuities and REITs.
Profit From the Total Picture: Advisor Adoption Program
Learn more about how CashEdge can help its client drive internal usage and adoption of its aggregation services among financial advisors.
