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CashEdge Launches AllData Advisor Integration Kit to Simplify the Addition of Aggregation into Financial Planning, CRM and Portfolio Management Applications


Redtail Technology and Neuralus are the first to leverage the Integration Kit to deliver premium aggregation to their advisors

New York - CashEdge, Inc., provider of AllData, the only premium account aggregation service, today announced that it now offers an Integration Kit for financial planning, customer relationship management (CRM) and portfolio management application providers to simplify the addition of aggregation services into their applications. Leading advisor application providers Redtail Technology and Neuralus are the first to leverage the kit to bring aggregation, and the strategic advantage it provides, to their advisors.

“Today’s advisors are using a variety of financial planning, CRM and portfolio management solutions to compile, manage and provide informed recommendations on their clients’ financial portfolios,” said Tom Roberts, General Manager of AllData for CashEdge. “CashEdge is committed to partnering with these advisor software and service providers to integrate AllData aggregation, enabling them to increase the value and attractiveness of their service for their clients.”

Leading advisor application providers Redtail Technology and Neuralus are the first of many advisor application providers to integrate AllData Advisor aggregation. Aggregation adoption continues to increase because of its ability to provide a holistic view of a client’s financial picture, which creates an opportunity to provide superior financial guidance and increase assets under management. CashEdge’s AllData Advisor service is the only premium service available that offers the widest and deepest aggregation coverage, easy access to institutional custodians, unmatched security and reliable data.

“CashEdge has figured out a way to take the aggravation out of aggregation,” said Brian McLaughlin, Founder and CEO of Redtail Technology. “The high-quality information and superior reliability that AllData Advisor delivers, integrated with our advanced CRM solution, is a winning combination for advisors – giving them more time to earn money and better manage their client relationships.”

Integrating AllData Advisor with core advisor applications is seamless because it is a turnkey, web-based software-as-a-service (SaaS) solution available for deployment through web services.

CashEdge provides seamless integration and exceptional support for its partners’ software and service offerings. For more information, please visit:
About CashEdge AllData

CashEdge’s AllData, the only premium account aggregation service, delivers a complete view of a household’s financial picture to power better-informed financial decisions for banking and investor customer segments and provides institutions with opportunities for stronger, more meaningful customer relationships and additional revenue. Scalable, flexible and highly secure, AllData delivers aggregated data from more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities.

CashEdge is headquartered in New York with offices in Silicon Valley and India. For more information, visit


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