CashEdge provides its account aggregation services to brokerages, wealth management firms and financial advisors. The availability of the self-service subscription model provides independent financial advisors with the ability to access recent enhancements addedto CashEdge’s AllData Advisor.
AllData Advisor provides aggregation coverage in the market with more than 10,000 sources, including banking, investment, retirement, insurance, credit card, mortgages and annuities. AllData Advisor also integrates with wealth management platforms, such as Albridge, eMoney Advisor and MoneyGuidePro.
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