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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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.