• By number of sources supported, AllData Advisor is among the leading providers of account aggregation, with more than 10,000 interfaces
• Position and transaction data is normalized and matched to a CUSIP identifier across all types of securities, including stocks, futures, corporate bonds, municipal bonds, 401(k)s, etc.
• AllData Advisor aggregates advisor account date in addition to consumer
  account data
• Long list of partners among providers of wealth management applications
• Extensive automated and algorithmic data integrity tests and
  exception handling
• 24/7 customer support

• Some customization is available but most is at the UI-level or deals with the type of data
• Only some tax-lot-level information is complete and reliable
• Provides only a limited number of business applications, reports, alerts, etc.

Clients utilizing AllData Advisor's account aggregation solutions were very happy overall with the solution and AllData Advisor's prompt customer service. One client noted that AllData Advisor is simply a business-to-business solution provider, which makes it a better partner for technology vendors and end-service providers. The client liked the fact that AllData Advisor strived only to serve other businesses and power their account aggregation needs without crossing lines by offering similar solutions themselves.

– AllData Advisor Client