We’re in the Business of Insight
AllData Advisor is the financial industry’s leading account aggregation service. We deliver a panoramic, up-to-date view of each client’s entire portfolio to broker-dealers and advisors. The result? Immediate insight.
Sharpened perspective that helps advisors identify opportunities in held-away accounts. Insight that prompts well-informed advice and enhances its value. Promoting better engagement with clients – building trust and deepening client relationships. Insight that advisors can use to bring more assets under management and more revenue to firms of all sizes – from small advisory shops to the largest broker-dealers.
We turn data into insight, and insight into profit.
CashEdge is now a division of Fiserv.