AllData Advisor from CashEdge is the preeminent financial account aggregation service for financial advisors, brokerages, wealth management firms and providers of financial advisor applications.
AllData Advisor
 |
0.0 (0) |
November 21, 2010
Hits: 1665
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
AA Features
| Dashboards: | |
| Data Updates: | |
| Number of Data Sources: | |
| Assets Supported: | |
| Liabilites Supported: | |
| Supported Account Types: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: | |
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: |
AllData Advisor from CashEdge is the preeminent financial account aggregation service for financial advisors, brokerages, wealth management firms and providers of financial advisor applications.
User reviews
There are no user reviews for this listing.
To write a review please register or log in.
