AllData® for Personal Financial Management
Personal Financial Account Aggregation
AllData® for Personal Financial Management (AllData) enables personal financial management providers, and providers of other emerging applications, to offer their customers a convenient mechanism to access an accurate, timely, comprehensive, and secure view of their personal finances from a website or mobile technology application.
Built on industry-leading technology, AllData offers seamless integration with existing applications and user interfaces and delivers the most current and highest quality data available from more than 10,000 sources, allowing your customers to manage and track all their finances from your proprietary technology application.
Key Features:
- The Widest and Deepest Coverage Available: Provides easy consolidation of account information including banking, investment, retirement, insurance, credit card, mortgage, loans and bill information, as well as hard-to-access assets, such as life insurance, annuities and REITs.
- Unmatched Security: Leverages the same technology that is used by the world's leading financial institutions to safeguard internet banking portals, so providers and consumers can be sure their data is protected
- Reliable Data: Leverages CashEdge's industry-leading technology to provide reliable access to aggregation sources so your customers have the information when they want it.
- High Quality Data: Normalization and enhancement features format data to an industry standard format, allowing aggregated data to be fed into your user interface.
- Daily Updates: Provides end-users with an accurate and timely view of their finances.
- Transaction-Level Detail: Provides a complete picture of finances; shows the entire financial portfolio.
- Flexible and Scalable Architecture: Enables single sign-on and seamless integration with your existing client facing website or mobile application and is highly scalable to support your growing customer base.
- Access to Critical Intelligence: Provides insight into customer preferences and behaviors, enhancing cross-selling efforts.
- Easy Set-Up: Enables fast and simple setup for end-users.
Benefits to Providers
- Widest and deepest coverage in the market
- Unmatched data quality
- Reliable and scalable
- Enhanced consumer insight
- Increased opportunities to cross-sell products
- Improved customer satisfaction and retention
- Industry-leading security and privacy
Benefits to Consumers
- Convenient access to a complete view of their personal finances
- Increased ability to make knowledgeable financial decisions based on holistic view of finances
- Unmatched security and privacy of personal financial information