AllData Advisor aggregates investor information from more than 12,000 data sources to offer advisors an accurate, complete and convenient view of your investors’ entire financial picture. To collect account and transaction information, our technology uses investor-provided login credentials to securely access financial institutions housing held-away assets. We also facilitate advisor aggregation, using advisor-provided credentials to access the advisor portals at major custodians.

Yes. Investors’ login credentials are stored in an encrypted format and not accessible to any human being – not even CashEdge employees. We take the highest security measures to protect and secure personal and sensitive data. Here’s how:

• We use the same technology as the world’s leading financial institutions to safeguard Internet banking and investing portals.
• Login credentials are fully protected in a separate database using multi-layered hardware and software encryption.
• All Data Advisor is a view-only system.  It allows only advisors and their staffs to view held away financial data. No one can move any money, or make any trades or transactions.

AllData Advisor gives you access to more than 12,000 data sources, the widest and deepest coverage in the market. A sampling of sources:.

• Deposit Accounts: Checking, Savings, CD and Overdraft
• Investment Accounts: Brokerage, 401K, 403b, Cash Management, Money Market
• Mutual Fund and Employee Stock Plans
• Custodial: Fund & Product Companies, Transfer Agents, Clearing Firms
• Insurance/Annuities: Annuity, Term Life, Universal Life and Whole Life
• Liabilities: Credit Card, Mortgage, Home Equity and Line of Credit

Yes. AllData Advisor’s rigorous process assures the reliability necessary to seamlessly integrate with other leading advisor applications. We integrate with stand-alone applications, such as Albridge Wealth Reporting, eMoney Advisor, MoneyGuidePro, and many more. We also integrate into advisor desktops used at larger broker-dealer firms.

We can save you enormous amounts of time and money. AllData Advisor provides you with a more complete, accurate, and timely view of an investor’s financial portfolio. You simply input your client’s account information once – and ADA updates it nightly. In the morning, you’re able to scan client portfolios for the latest opportunities. Automated insight!

Equipped with a panoramic view of an investor’s financial life, advisors can offer more-informed advice, tailored to the investor’s personal financial goals. This can lead to greater investor confidence and a more interactive client-advisor relationship. It can help you make the case for moving assets under your management.

A growing number of advisors across the country are charging for the account aggregation-based advice they provide on held-away accounts, such as self-directed 401K plans. Please make sure to check whether or not your broker-dealer endorses charging fees for advice on held-away accounts.

Yes. To help you become familiar with aggregation and introduce AllData Advisor to investors, we offer ongoing product training and support. Brought to you by our expert team of Advisor Consultants. Other multimedia resources include videos and white papers on such topics as security and privacy.