AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities. The resulting financial insights can lead to stronger relationships and increased assets under management.
AllData Advisor aggregates account data from virtually any online financial source — including investment accounts, employee stock plans, mortgages, insurance and banking — and then puts the data into a format that integrates with popular advisor desktop systems. Advisors can view balances, positions and transactions across all their clients’ accounts, allowing sophisticated analysis and deep insight.
Monetization opportunities: Alerts help advisors attract new assets and offer advice on held-away assets
Big-picture financial view: Real-time panoramic view of each client’s entire portfolio creates opportunities in held-away accounts, helping advisors deliver superior guidance and target more assets to bring in-house
Widest, deepest coverage: Consolidates account information from banking, investment, retirement, insurance, credit card, mortgage and annuities — drawing from more than 17,000 sources
Intelligent and timely data: Detailed and accurate data on investment positions and transaction information, updated daily
Unsurpassed security: Uses the same technology as the world’s leading financial institutions to safeguard online banking applications and investment portals
Complete integration: Designed for seamless integration into the advisor desktop and the client portal. -Flexible options for information delivery allow data to empower a host of advisor applications, from financial planning to CRM
Companies that integrate with AllData Advisor
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.
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