CashEdge Inc. Enhances Data Program

December 1, 2009

By: Sherri Scordo

CashEdge Inc., a company that provides account aggregation services, is launching an enhanced version of AllData Advisor, which allows financial advisors to have a complete view of client assets and liabilities so they can deliver more targeted and personalized financial guidance.

AllData Advisor aggregates bank, investment, retirement, insurance, credit card, mortgage and annuities data. It has an advisor dashboard feature with aggregation alerts and provides e-mail alerts informing advisors of issues that may affect aggregation of clients’ accounts. Additional information can be found at www.AllDataAdvisor.com and www.cashedge.com.

DVD Explains Managed Futures
An educational DVD, Understanding Managed Futures, is being released by Bellwether Capital Management. The 50-minute program is written and presented by Aidan Doyle, a registered stockbroker and creator of television financial shows.

The DVD explains the use of managed futures as an alternative investment strategy for financial professionals and investors who want to diversify their portfolios. DVDs or additional information can be obtained by calling (212) 300-5293 or visiting www.bcmfutures.com.

Retirement Designation Gets Accredited
The Certified Retirement Counselor (CRC) designation has been accredited by the National Commission of Certifying Agencies.
The International Foundation for Retirement Education offers the CRC certification. The foundation established the designation in 1999 and developed it with the Center for Financial Responsibility at Texas Tech University. For more information, visit www.infre.org.