Neuralus, developer of intelligent financial applications, and CashEdge, provider of AllData, the only premium account aggregation service, today announced the integration of their industry-leading solutions to offer automatic updates of banking and credit card transactions into Neuralus clients' Cashflow Insite accounts.
"Since the launch of Cashflow INSITE, our advisor clients have been asking for a sophisticated and secure aggregation solution that would automate transaction download capabilities, and we are thrilled to now offer them that capability from the industry's most trusted and reliable aggregation provider," said Alfred Wurr, Cashflow INSITE product architect and Neuralus' R&D, Chief Scientist. "Advisors who leverage aggregation are able to provide better and more targeted financial guidance to their clients, which results in a more successful relationship all around."
The integration of AllData account aggregation with Cashflow INSITE will:
* Reduce Advisor's Time Investment: Reduce advisor's time spent manually aggregating investor information, allowing them to spend more time providing advice for their clients
* Automatically Update Client Accounts: Provide the ability to automatically update client accounts with the latest transactions
* Auto-categorize Transactions: Offer auto-categorizing functionalities of transactions via the Neuralus transaction classification engine
* Deliver Reliable Data: Deliver the most reliable and comprehensive financial data from more than 10,000 sources
"Neuralus is one of the many innovative companies that are turning to our AllData account aggregation solution to complete their offerings," said Tom Roberts, General Manager of AllData for CashEdge. "Our strategic partnerships are vital to our business and we are proud to be the preferred aggregation provider for industry-leading companies like Neuralus."