April 2, 2007
New Products: All in One Place
The brief article announces CashEdge's launch of its enhanced AllData data consolidation solution. "Back in the days when the smart money was kept in the mattress, it was easy to keep track of a client's assets - but harder to invest them. Now there are a million ways to invest, and a million separate accounts to go with them. CashEdge's AllData consolidates client data from a wide variety of sources, including brokerages, custodians, mutual fund providers and more, to create an accurate and detailed 'client positions database'."