AllData® for Professional Markets
Financial Account Aggregation for Professional Markets
Today, a range of professional service providers, including accountants, financial advisors and compliance departments, realize the need for a holistic view of a client’s financial portfolio to deliver well informed investment advice, provide tax preparation services or to ensure employees are in compliance with conflict-of-interest guidelines. Most do not have a complete view, or, to get it, they deal with multiple financial account statements.
AllData® for Professional Markets (AllData), CashEdge’s account aggregation solution, provides a convenient, secure and cost-effective way to see a holistic view of a client’s or employee’s assets and liabilities. This comprehensive view delivers accurate and timely data that supports various professional needs, leading to improved client and employee satisfaction and retention.
Key Features:
- The Widest and Deepest Aggregation Coverage Available: Offers 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.
- Improved Back-Office and Operational Efficiencies: Provides automated account aggregation from more than 10,000 sources, eliminating the need for duplicate statements, confirms and tax records and reducing the opportunity for human error and the costs associated with manual aggregation.
- Unmatched Security: Leverages the same technology used by the world’s leading banks to safeguard internet banking portals, so clients and employees can be sure their data is protected.
- Reliable Data: Supplies detailed and accurate data – on investment positions and transactions– that professional financial service providers can count on.
- Simple Set-Up: Enables easy and quick account setup with a positive experience for all involved.
- Easy Integration with Existing Applications: Integrates into any existing third-party or proprietary applications that may be in use in your workplace.
Benefits to Professionals
- Widest and deepest coverage in the market
- Unmatched data quality
- Reliable and scalable
- Enhanced client and employee insight
- Better serve clients and employees
- Improved client and employee satisfaction and retention
- Eliminated need for manual input of data from paper statements
- Industry-leading security and privacy
Benefits to Clients and Participants
- Convenient access to a complete view of personal finances
- Increased ability to make knowledgeable financial decisions based on a holistic view of finances
- Unmatched security and privacy of personal financial information
Additional Information
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