AllData Advisor aggregates investor information from more than 12,000 data sources to offer broker-dealers and advisors a panoramic, up-to-date view of an investor’s entire portfolio. To collect detailed account information, including transactions, our technology uses investor-provided login credentials to securely access financial institutions where their held-away assets are custodied. We also facilitate advisor aggregation, using advisor-provided credentials to access the advisor portals at major custodians.

AllData Advisor’s sophisticated technology offers top producers what they want: an unprecedented level of portfolio insight so they can identify opportunities and cultivate strong client relationships; and the support of a firm committed to its advisors’ success.

Yes. Investors’ log-in 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:

• Investment Accounts: Brokerage, 401k, 403b, Cash Management, Money Market
• Mutual Fund and Employee Stock Plans
• Deposit Accounts: Checking, Savings, CD and Overdraft
• 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 advisor desktop applications that perform portfolio management, financial planning, and more. We also integrate with stand-alone applications, such as Albridge Wealth Reporting, eMoney Advisor, MoneyGuidePro, and many more.

We will save your advisors enormous amounts of time and money. AllData Advisor serves as a great workflow optimization tool driving efficient use of valuable practice resources. We provide advisors with a more complete, accurate, and timely view of their clients’ financial portfolio. They simply input client account information once – and AllData Advisor updates it nightly. In the morning, they’re able to scan client portfolios for the latest opportunities. Automated insight!

A growing number of advisors across the country are charging for advice they provide on held-away accounts, such as self-directed 401K plans. By providing account aggregation services, broker-dealers are investing in enhancing the value of their firm’s advice.

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 firm’s management.

Yes. To help your firm become familiar with aggregation and introduce AllData Advisor to advisors and 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.