Brokerage and Wealth Management Firms
CashEdge serves brokerages and wealth management firms with industry leading account aggregation and Intelligent Money Movement services.
CashEdge is the preeminent provider of financial account aggregation services to brokerages, wealth management firms and financial advisors. These services are highly secure and provide a holistic view of a client's financial picture, including held-away assets, facilitating better financial guidance and creating the opportunity to increase assets under management. CashEdge's aggregation services also support any application that requires personal financial account data including personal financial management, compliance and other emerging applications.
CashEdge's Intelligent Money Movement™ services, including online account opening and online funds transfer services, help full-service brokers, clearing firms and independent broker dealers offer a more complete online experience for their investor clients, increasing investor self-service, improving operational efficiencies, and reducing costs.
Sample Clients
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