Aggregation for Financial Advisors
Why Account Aggregation?
Today, investors need clear guidance navigating uncertain financial markets. And advisors need new ways to differentiate themselves and deliver exceptional service. Account aggregation can help on both fronts. It offers a complete picture of your clients' portfolios, including assets 'held away' in banking, brokerage, insurance and retirement accounts, as well as managed assets at leading custodians and major lenders. With a big picture of your clients' assets and liabilities you can:
- Provide better investment advice
- Increase client engagement, satisfaction and retention
- Become your clients’ primary trusted advisor
- Increase total assets under management
- Eliminate manual input from paper statements
As the industry’s premiere account aggregation service, AllData Advisor is dedicated exclusively to the success of financial advisors.
- Unmatched data quality and reliability
- Broadest available coverage of financial institutions and client accounts
- Support and service from an experienced team of financial industry pros
- Holistic Financial View – Provides access to a holistic view of a client’s financial picture, creating the opportunity to provide superior financial guidance and increase assets under management.
- Widest & Deepest Aggregation Coverage – Offers easy consolidation of account information including banking, investment, retirement, insurance, credit card, mortgages and annuities from over 10,000 sources—without dealing with duplicate client statements.
- Unmatched Security – Leverages the same technology that is used by the world’s leading financial institutions to safeguard internet banking portals, so advisors and clients can be sure their data is protected.
- Reliable Data – Supplies detailed and accurate data on investment positions and transaction information that is updated daily and that advisors can count on.
- Easy Access to Institutional Custodians – Aggregates an advisor’s entire book of business from an advisor portal, including leading custodians, mutual fund complexes, annuity and insurance product providers.
- Simple Investor Set-Up – Enables fast and simple account setup with a positive experience for investors and advisors.
- Integrated with Leading Advisor Applications – Integrates with leading wealth management platforms, including Albridge, eMoney Advisor, MoneyGuidePro and others.
"The public feels that they have lost control over the financial world. However, thanks to AllData Advisor’s aggregation service, we can show our clients how they can regain control over their financial lives."
Michael Black
Michael Phillips Black Wealth Management