CashEdge Launches Self-Service Financial Account Aggregation Solution for Advisors
AllData® Advisor Now Available to all Financial Advisors via Online Self-Service Subscription
New York - CashEdge, Inc. (www.cashedge.com), the preeminent provider of financial account aggregation services to brokerages, wealth management firms and financial advisors, today announced that its industry leading aggregation solution, AllData Advisor, is now available to financial advisors via online, self-service subscription.
The availability of the self-service subscription model offers independent financial advisors the opportunity to take advantage of recent enhancements to AllData Advisor, which include new, highly intuitive and customizable features that help advisors provide better advice and capture more assets. Financial advisors can visit www.AllDataAdvisor.com to subscribe to the aggregation service today.
“Account aggregation is a critical tool for today’s leading financial advisors, enabling them to provide more targeted guidance, capture held-away assets and improve client satisfaction and retention,” said Tom Roberts, Senior VP & General Manager of Wealth Management for CashEdge, Inc. “CashEdge is committed to making account aggregation accessible and affordable for all advisors. By offering AllData Advisor directly to advisors through a simple, cost-effective self-service subscription, all advisors have the opportunity to benefit from a holistic view of their clients assets.”
AllData Advisor is currently used by thousands of advisors nationwide and 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. AllData Advisor also integrates with leading wealth management platforms, such as Albridge, eMoney Advisor and MoneyGuidePro, which enables advisors to fold account aggregation into their current processes and leverage the investments they’ve already made in various technology solutions.
CashEdge will be hosting an informational webinar titled, “Account Aggregation: the Best Investment an Advisor Can Make,” on November 17, 2009 at 4:30 p.m. EST. All financial advisors are invited to attend. To register, please visit www.AllDataAdvisor.com.
About CashEdge Brokerage & Wealth Management Division
CashEdge is the preeminent provider of financial account aggregation services to brokerages, wealth management firms, financial advisors and providers of personal financial management applications. These services are highly secure and provide a holistic view of a client’s or consumer’s financial picture, delivering aggregated data from more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities. For more information, visit www.AllDataAdvisor.com. The Company is headquartered in New York with offices in Silicon Valley and India. For more information, visit www.cashedge.com.
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