CashEdge, a provider of financial account aggregation services to brokerages, wealth management firms and financial advisors, has launched upgraded version of AllData Advisor, for financial advisors.
Reportedly, it provides a complete view of client assets and liabilities and deliver targeted and personalised financial guidance. AllData Advisor, integrates with advisor applications and offers a coverage with more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities.
According to the CashEdge, the improvements 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; and customization supporting advisor personalization.
Tom Roberts, senior VP & general manager of brokerage and wealth management for CashEdge, said: “Our AllData Advisor platform delivers the widest and deepest aggregation coverage available in the industry today. 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.”
