Aggregation Partners
Dedicated to expanding your value proposition to advisors.
Independent providers of advisor applications and services are always on the lookout for new ways to expand their value proposition to financial advisors. Partnering with AllData Advisor to incorporate account aggregation into their offerings has proven to be a strong value proposition for a growing list of advisor-focused products and companies including Albridge Solutions, MoneyGuidePro, eMoney Advisor, IAS Software, Investigo and others.
Integration with AllData Advisor is available as a turn-key web-based software-as-a-service (SaaS) deployment and through web services.
As experienced financial professionals, we are committed to providing seamless integration and exceptional support for our partners' software and service offerings. With numerous ways to deliver data into core advisor applications, we welcome your inquiries and look forward to exploring new partnership opportunities.
- Holistic Financial View – Provides access to a holistic view of a client's financial picture, creating the opportunity to provide superior financial guidance and increase assets under management.
- Widest & Deepest Aggregation Coverage – Offers easy consolidation of account information including banking, investment, retirement, insurance, credit card, mortgages and annuities from over 12,000 sources. Updated every 24 hours and backed by a team of professional data management experts.
- Easy Access to Institutional Custodians – Aggregates an advisor's entire book of business from an advisor portal, including leading custodians, mutual fund complexes, annuity and insurance product providers.
- Unmatched Security – Leverages the same technology that is used by the world's leading financial institutions to safeguard internet banking portals, so advisors and clients can be sure their data is protected.
- Reliable Data – Supplies detailed and accurate data on investment positions and transaction information that is updated daily and that advisors can count on.
- Simple Investor Set-Up – Enables fast and simple account setup with a positive experience for investors and advisors.
- Integration Options – Contact us to discuss different options for integrating with AllData Advisor and various ways to develop a business partner relationship.
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.
"CashEdge has established a large network of partners that have developed tight integrations of CashEdge's data into their solutions."
– Aite Group
View the AllData Advisor Videos.
Aggregation All-Stars - AllData's top users share their success stories.