AllData PFM Video

AllData® PFM is the industry's leading account aggregation service. Delivering data from more than 18,000 sources, AllData PFM automates the creation of a consolidated view of client assets and liabilities to create deep insight that lead to stronger relationships.

AllData offers the tools to simplify money management, analyze spending habits, review investment portfolios and take control of consumer finances.

  • Gain insight into customers' external accounts
  • Increase engagement and loyalty
  • Deliver more personalized financial guidance
  • Cross-sell additional financial products