AllData Advisor Video Series

Exploring the Benefits of AllData Advisor This introductory video offers an overview of AllData Advisor and the dramatic impact aggregation will have on your ability to build stronger client relationships and grow your business.

How to use AllData Advisor This follow-up video offers a quick tour of the AllData Advisor product, showing you how easy it is to get the complete picture of a client’s financial portfolio. The tour will take you through process of getting set-up, inviting clients and adding accounts.

Webinar Campaigns

Each promotional campaign outlines the benefits of account aggregation and includes webinar content, registration and hosting capabilities, along with professionally produced promotional emails and banner ads to drive awareness and registration.

All materials are available for download below.

Aggregation News & Tips

This series of short articles on aggregation is designed to build interest in, and understanding of, account aggregation. Drop them into your newsletters or run them on your internal website.

All materials are available for download below.

DOCX File
PDF File

Education Materials

CashEdge offers several documents that advisors can use to provide clients with in-depth information on account aggregation features and benefits.

All materials are available for download below.

Generating Income from Self-Directed Accounts
Aggregation Privacy & Security White Paper
AllData for Investors
Sharing Perspective with Clients

Advisor Collateral

For distribution to advisors, CashEdge offers an overview document, as well as a Frequently Asked Questions (FAQ) document to provide more information on AllData Advisor account aggregation.

All materials are available for download below.

AllData Advisor Overview
AllData Advisor FAQ