Account Aggregation for Self-Directed Investors
AllData Investor empowers your investment clients to unlock the door to their complete financial picture. Thousands of financial institutions use AllData to build stronger client relationships and create opportunities for additional revenue, making it the industry's leading account aggregation service.
By providing AllData Investor, you give your investment clients the insight they need to uncover new financial opportunities, maximize their financial holdings, monitor performance and make better-informed financial decisions.
AllData Investor is the industry's leading account aggregation service. Thousands of financial institutions use it to build stronger client relationships and create opportunities for additional revenue.
Benefits to Institutions
- Stronger client relationships
- Improved client satisfaction and retention
- New opportunities for revenue
- Enhanced client insight
- Increased opportunities to cross-sell products
- Widest and deepest coverage in the market
- Unmatched data quality
- Reliable and scalable
- Industry-leading security and privacy
Benefits to Investors
- Convenient access to a complete view of their personal finances
- Increased ability to make knowledgeable financial decisions
- Improved ability to manage household finances, spending and budgeting
- Unmatched security and privacy of personal financial information
