17 March 2018

CashEdge upgrades AllData Advisor

08 October 2009  |  1395 views  |  0 Source: CashEdge

CashEdge, the preeminent provider of financial account aggregation services to brokerages, wealth management firms and financial advisors, announced today the launch of the enhanced version of AllData Advisor, a convenient, secure and cost-effective way for financial advisors to see a holistic view of client assets and liabilities and deliver more targeted and personalized financial guidance.

CashEdge developed the new enhancements in response to advisor feedback over the past year.

AllData Advisor, which integrates with leading advisor applications, offers the widest and deepest aggregation coverage in the market with more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities. The enhancements to the technology include:

  • Advisor dashboard with consolidated aggregation alerts, messages and summary information for accounts and clients
  • HTML email alerts informing advisors of issues that may affect aggregation of clients' accounts
  • Data export capability to selected partners
  • Customization supporting advisor personalization

Advisors can learn more about these features at the new AllData Advisor website by visiting  AllDataAdvisor.com.

"Our AllData Advisor platform delivers the widest and deepest aggregation coverage available in the industry today," said Tom Roberts, Senior VP & General Manager of Brokerage and Wealth Management for CashEdge, Inc. "By working closely with advisors, we've successfully created a more user-friendly solution with customizable features that advisors want and need to deliver better, more targeted advice. This highly personalized advice is what creates the opportunity for advisors to gather more assets for their clients - a significant advantage for those who want to differentiate themselves in today's competitive marketplace."

Over the past year, CashEdge has successfully increased its number of relationships with broker dealer and registered investment advisors (RIAs) by more than 80 percent through its various financial services channels. Through its relationships with these firms, the number of advisors who are eligible to access AllData Advisor has increased by 75 percent since July 2008.

"Account aggregation is one of the most invaluable tools we ue use in providing better advice, increasing assets and improving satisfaction among our clients today," said Michael Bradley, CFA for Bradley & Company in San Francisco. "CashEdge's experience and expertise in the aggregation sector offer unmatched security, data quality and reliability. With its new personalized, self-service enhancements, AllData Advisor will be the industry standard in data aggregation solutions for registered investment advisors and broker dealers."

AllData Advisor, which integrates with leading wealth management platforms, such as Albridge, eMoney Advisor and MoneyGuidePro, currently serves thousands of advisors helping them to provide better advice and build stronger relationships.

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