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What is account aggregation and how does it work?

April 26, 2017account aggregation

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What is account aggregation and how does it work?

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CashEdge’s AllData aggregates investor information from more than 10,000 data sources to offer advisors an accurate, complete and convenient view of an investor’s entire financial picture. The technology uses investor-provided account data to securely access financial institution systems that house held-away asset data to collect account and transaction information. CashEdge also facilitates advisor aggregation, using advisor-provided credentials to access the advisor portals at major custodians.